Asset & Wealth Management, PWM Regional Management Team, Financial Analyst – Boston

The Asset & Wealth Management team is seeking a Financial Analyst to join the PWM Regional Management Team in Boston. The role will involve supporting the New England PWM Region Head and Business Unit Manager in strategic initiatives and oversight of the PWM business. The ideal candidate will have a strong analytical mind, excellent communication skills, and the ability to work in a team-oriented environment.

Requirements

• Bachelor’s Degree
• Self-starter with ownership and ability to lead/manage projects independently
• Highly organized and process oriented with strong attention to detail and excellent follow-through
• Strategic thinker and outstanding analytical skills
• Excellent interpersonal, leadership and communication skills
• Results-oriented with ability to thrive in a fast paced environment
• Commitment to excellence and a high level of integrity
• Prior PWM team experience or experience in the private wealth high net worth area preferred
• SIE, Series 7 and 63 must be obtained within 3 months of employment

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement