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Location

Plymouth, MN | United States

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Job description

About Us:
We are an independent wealth management firm dedicated to enhancing the lives of our clients through personalized financial planning. With a focus on innovation and collaboration, we strive to exceed expectations in delivering tailored financial solutions to over 55,000 households nationwide. Since 1997, we've been raising the bar in wealth management, providing specialized knowledge and attentive service to help our clients craft their financial futures. Join us in our mission to simplify and improve the lives of those we serve.

Position Title: Senior Business Analyst

Salary Range: $85,000 - $100,000 (Depending on Experience)

Location: Fully Remote (with an option for in-office work in Plymouth, MN)

Job Description:

Primary Responsibilities:

- Collaborate with and support Advisor Services Directors, offering ongoing assistance and relationship management support.
- Prepare standard and customized reporting for regular meetings, ensuring accuracy and accountability in data analysis.
- Conduct detailed ad hoc analysis to identify trends and drive informed decision-making.
- Assist in the preparation of presentations and communication materials for events and projects.
- Support M&A repapering processes by tracking progress and facilitating transparent communication.
- Consolidate and analyze Advisor Team data, ensuring accuracy and completeness across all platforms.
- Perform other duties as assigned.

Qualifications:

- Bachelor's degree in business, finance, economics, or related field preferred.
- 7+ years of experience in the financial services industry.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.
- Strong knowledge of Salesforce; familiarity with Orion platforms preferred.
- FINRA Series 7 & 66 certifications preferred.

Additional Information:

- We are committed to providing reasonable accommodations throughout the application process. Contact our Human Resources Department at [Phone Number] for assistance.
- All information provided during the application process will be treated confidentially.
- We are an Equal Opportunity Employer, welcoming applications from individuals of all backgrounds, including disabled and veterans.
Employment Type: Full-Time
Salary: $ 85,000.00 100,000.00 Per Year

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Salary