Wealth Strategy Analyst

At Vintti, we understand the importance of real-time collaboration in today's fast-paced business environment. Our staffing solutions focus on connecting US companies with Latin American talent operating in compatible time zones. This strategic approach ensures that businesses can engage with their team members during regular office hours, facilitating immediate communication, swift problem-solving, and seamless project coordination.

A Wealth Strategy Analyst plays a pivotal role in helping individuals and organizations maximize their financial potential through informed and strategic planning. They conduct in-depth analysis of market trends, investment opportunities, and client portfolios to craft personalized wealth management strategies. By leveraging financial data and foresight, Wealth Strategy Analysts provide insights and recommendations that align with clients' long-term financial goals. Collaborative and detail-oriented, they work closely with other financial professionals to ensure a cohesive approach to wealth building and risk management, making way for sustainable financial growth and security.

- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- CFA, CFP, or other relevant certifications preferred
- 2-4 years of experience in financial analysis, wealth management, or a related field
- Strong proficiency in financial modeling and financial planning software
- In-depth knowledge of financial products, investment strategies, and market trends
- Excellent analytical skills with a keen attention to detail
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
- Strong understanding of industry regulations, compliance requirements, and best practices
- Excellent written and verbal communication skills
- Ability to work collaboratively in a team environment
- Strong organizational and time management skills
- High level of integrity and professionalism
- Client-focused mindset with a commitment to providing excellent service
- Ability to handle sensitive and confidential information with discretion
- Proven experience in creating and maintaining detailed client reports and financial models
- Experience in preparing and presenting strategic recommendations to clients
- Ability to conduct scenario analysis and stress testing on investment plans
- Demonstrated ability to perform due diligence on new investment products and financial tools
- Experience in coordinating with estate planning attorneys, tax advisors, and other professionals
- Strong problem-solving skills and the ability to think strategically
- Willingness to stay updated on industry trends and continuous learning
- Proven track record in supporting business development activities and preparing client presentations

- Conduct detailed financial analysis to support the development of customized wealth strategies
- Research and analyze market trends, financial products, and investment opportunities
- Create and maintain detailed client reports, financial models, and comprehensive financial plans
- Assist in preparing and presenting strategic recommendations to clients
- Collaborate with senior advisors to understand and align with client goals and risk tolerance
- Monitor and adjust client portfolios to ensure alignment with their objectives
- Analyze client financial statements and tax returns to identify planning opportunities
- Stay updated on industry regulations, compliance requirements, and best practices
- Support the creation and delivery of educational materials for client webinars and seminars
- Coordinate with estate planning attorneys, tax advisors, and other professionals on behalf of clients
- Utilize financial planning software to model and illustrate wealth strategies
- Conduct scenario analysis and stress testing on investment plans
- Assist in business development by preparing proposals and client presentations
- Track and report on the performance and effectiveness of implemented strategies
- Respond to client queries and address concerns in a timely and professional manner
- Participate in client meetings to review financial plans and performance updates
- Draft detailed meeting notes and track action items from client interactions
- Perform due diligence on new investment products and financial tools
- Collaborate with the marketing team to develop content supporting wealth management services

The ideal candidate for the Wealth Strategy Analyst role will have a solid foundation with a Bachelor's degree in Finance, Economics, Accounting, Business, or a closely related field, complemented by relevant certifications such as CFA or CFP. With 2-4 years of experience in financial analysis or wealth management, they possess strong proficiency in financial modeling and financial planning software, along with in-depth knowledge of financial products, investment strategies, and market trends. They are distinguished by their exceptional analytical skills and keen attention to detail, ensuring accuracy and thoroughness in all tasks. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, is essential, as is a strong understanding of industry regulations and best practices. A high level of integrity, professionalism, and a client-focused mindset define their approach, demonstrating a genuine commitment to providing superior service. Effective communicators and team players, they exhibit excellent written, verbal, and interpersonal skills, enabling successful collaboration with colleagues and coordination with external professionals such as estate planning attorneys and tax advisors. Their strong organizational and time management skills allow them to prioritize and multitask effectively in a dynamic environment. The ideal candidate is proactive, self-motivated, and adaptable, with a continuous learning orientation to stay current with industry trends. They are innovative, possessing strong problem-solving and strategic thinking abilities, and show a reliable, dependable work ethic. Their ability to handle sensitive information discreetly and their unwavering commitment to building and maintaining strong relationships set them apart, making them an exceptional fit for the Wealth Strategy Analyst role.

- Conduct financial analysis to support the development of tailored wealth strategies for clients
- Research market trends, financial products, and investment opportunities
- Create and maintain detailed client reports and financial models
- Assist in the preparation and presentation of strategic recommendations to clients
- Collaborate with senior advisors to understand client goals and risk tolerance
- Monitor client portfolios and make adjustments as needed to align with their objectives
- Analyze client financial statements and tax returns to identify planning opportunities
- Stay updated on industry regulations, compliance requirements, and best practices
- Prepare and update comprehensive financial plans for clients
- Support the development of educational materials for client webinars and seminars
- Coordinate with estate planning attorneys, tax advisors, and other professionals on behalf of clients
- Utilize financial planning software to develop and illustrate wealth strategies
- Conduct scenario analysis and stress testing on proposed investment plans
- Assist in business development activities by preparing proposals and client presentations
- Track the performance and effectiveness of implemented strategies
- Answer client queries and address concerns in a timely and professional manner
- Participate in meetings with clients to review financial plans and performance updates
- Draft detailed meeting notes and action items following client interactions
- Perform due diligence on new investment products and tools
- Collaborate with the marketing team to develop content that supports wealth management services

- Strong analytical and quantitative skills
- Attention to detail and accuracy
- Excellent communication and interpersonal abilities
- High level of integrity and professionalism
- Client-centric attitude and commitment to superior service
- Team-oriented with a collaborative approach
- Ability to multitask and prioritize effectively
- Proactive and self-motivated mindset
- Strong problem-solving and strategic thinking skills
- Adaptability to changing market conditions and client needs
- Ability to handle confidential information discreetly
- Continuous learning and personal development orientation
- Strong relationship-building skills
- Innovative and creative thinking
- Reliable and dependable work ethic

- Competitive salary range ($70,000 - $90,000 per year)
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (PTO) including vacation, sick days, and holidays
- Flexible work hours and hybrid remote work options
- Tuition reimbursement for continuing education and professional certifications
- Professional development programs and training
- Employee assistance program (EAP)
- Life and disability insurance
- Commuter benefits and reimbursement
- Wellness programs and gym membership discounts
- Opportunities for career advancement and internal promotions
- Collaborative and inclusive work environment
- Regular team-building and networking events
- Mentorship and coaching from senior advisors
- Access to cutting-edge financial planning tools and resources