Supporting advisors through one-on-one training and managing the team inbox by answering questions from the financial advisors and their teams on ultra-high-net-worth planning software (Wealth Strategies Analysis and LifeView Private Wealth Advisor) Trust document review which includes scraping data from trust documents for use in financial plans. Modeling ad hoc financial analyses, producing client presentations, and presenting information to financial advisors. Strategizing with financial advisors on customized strategies for ultra-high net-worth and institutional clients 3-5 years of relevant work experience, bachelor's degree Strong analytical & critical reasoning skills and strong attention to detail Ability to work collaboratively across teams and senior stakeholders. An interest in financial planning and an ability to learn the nuances of the planning tools. Strong interpersonal skills and ability to communicate effectively both verbally and in writing. Knowledge of Microsoft Word, Microsoft Excel, PowerPoint Comfort juggling multiple priorities; strong organizational and time management skills. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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