Lead Analyst, Wealth Management

Lead Analyst, Wealth Management

We are looking for an energetic financial professional with outstanding analytical and communication skills to join Deloitte's internal Wealth Planning team. You must be a self-starter and an enthusiastic team member who is highly organized with excellent attention to detail.

Work You'll Do:

Our Wealth Planning team provides wealth planning services to our Partners, Principals, & Managing Directors (PPMDs). You will prepare and review financial plans as part of our team's delivery of sophisticated wealth planning services to our PPMDs. You will be responsible for supervising staff and reviewing their work. You possess the professionalism necessary for the effective diagnosis, solution, and implementation of wealth planning issues. Must have proven extensive technical expertise and experience within this profession. The internal Wealth Planning team does not provide tax compliance services, legal or investment advice, nor does it provide advice and analysis concerning the purchase or sale of insurance products or securities. However, a general understanding of tax concepts, investment and/or insurance vehicles would be advantageous in the understanding and development of financial plans.

Your Specific Responsibilities Include:

  • Prepare financial plans using financial planning software, excel models, and BNA income tax software;
  • Opportunity to join management in all phases of the financial planning process in order to develop skills that will enable you become a lead wealth planner for our PPMDs.
  • Review the work of staff members and train new staff members;
  • Draft materials for financial education presentations.


Experience Requirements

  • Minimum of 2-5 years of related financial planning experience;
  • Team-oriented, self-starter, able to work with junior team members and management;
  • Proficiency with Excel spreadsheet modeling;
  • Proficiency with BNA income tax software and/or financial planning software a plus.


  • Bachelor's degree in Accounting, Finance, Mathematics, Economics or another similar technical discipline

How You'll Grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.


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Requisition code: E18STMASCAH004-CL4

See Inside the Office of Deloitte

One of the largest professional services organizations in the U.S., Deloitte delivers innovative solutions to the complex business problems facing companies around the world. Deloitte offers rewarding careers in four businesses—audit, tax, consulting, and financial advisory. Widely recognized for its inclusion initiatives, Deloitte is committed to building a workplace environment that allows people from all generations, ethnicities, and cultures to be their authentic selves.

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