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About the Role

The Wealth Management Analyst I is an entry-level developmental role designed to build a broad foundation across advisory, operations, and investment functions. This position serves as a shared resource for the firm, supporting the day-to-day work required to deliver a highly organized, responsive, and integrated client experience.

Responsibilities

• Manage client account lifecycle — onboarding, maintenance, transfers, and documentation
• Handle client service requests and coordinate with custodians to resolve account issues
• Maintain accurate records and keep workflows on track for timely completion
• Support meeting preparation, including data gathering, materials updates, and follow-up coordination
• Maintain client information and help create client-facing materials like summaries, reviews, and planning exhibits
• Track follow-up items across advisors and internal stakeholders while building familiarity with the firm's client service model
• Assist with portfolio reporting and data reconciliation, including identifying discrepancies across systems
• Help maintain investment files, reports, manager materials, and related documentation
• Provide project support to advisory, operations, or investment teams as needed
• Learn and use Maslow’s core technology platforms with increasing independence
• Help maintain clean data across Wealthbox, Black Diamond, Schwab, and other systems
• Follow documented procedures and suggest improvements when workflows are unclear or inefficient
• Support the firm’s centralized service model by helping the right work get to the right person at the right time

Requirements

• Growth mindset both personally and professionally
• Prior experience in financial services, client service, operations, or administrative support is helpful but not required
• Comfortable leveraging multiple AI systems
• Strong attention to detail and commitment to accuracy
• Strong written and verbal communication skills
• Comfortable learning new technology systems
• Proficient in Microsoft Office, especially Excel, Word, Outlook, and Teams
• Organized, responsive, and able to manage multiple tasks at once
• Comfortable working in a fast-paced, collaborative environment
• Strong interest in wealth management, financial planning, investment management, or RIA operations

Skills

• Wealthbox
• Black Diamond
• Charles Schwab Advisor Services
• Microsoft Office
• Excel
• Word
• Outlook
• Teams

Experience Level

• Entry-level

Education Level

• Bachelor’s degree preferred, ideally in finance, business, accounting, economics, mathematics, or a related field

About the Company

• Maslow’s advisory, operations, and investment functions
• Maslow’s core systems
• Maslow’s core technology platforms
• Maslow’s Hierarchy of Wealth framework