A wealth management firm in Parsippany, NJ is hiring an Investment Analyst to join one of its advisor pods. Each pod is led by a Team Lead with two to three analysts supporting multiple Wealth Advisors and their client households. The Analyst works directly with the Wealth Advisor and Team Lead on every client and prospect relationship the pod covers, building the financial plans and trading the accounts.
Experienced candidates with people-management experience can be considered for the Team Lead track, which oversees analyst staffing and workflow.
What you'll do
What you'll need
Compensation
$100K to $115K base, depending on experience. Fully on site in Parsippany, NJ, five days a week.
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