Wealth Management Ayco| Analyst | Morristown, NJ

Wealth Management Ayco Analyst provides personalized financial planning, investment strategy, and tax services to individual and corporate clients. The role involves preparing financial reports, analyzing data, and delivering expert financial advice. The analyst will also participate in client meetings, lead financial planning projects, and develop a comprehensive understanding of brokerage account operations.

Requirements

• Bachelor's degree required
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred
• Demonstrated working knowledge of Microsoft Office Suite
• Exceptional organizational and multitasking skills
• Superior written and verbal communication skills
• Unwavering commitment to maintaining the highest level of confidentiality and discretion
• Enthusiastic and positive approach to problem-solving and delivering unparalleled client service
• Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork

Benefits

• Competitive salary
• Comprehensive benefits package
• Wellness offerings