Senior Wealth Analyst

Description We are looking for a Senior Wealth Analyst to join a client-focused wealth management team in Boston, Massachusetts. In this role, you will help deliver a high-quality experience for high-net-worth clients by supporting financial planning, investment analysis, and ongoing service needs. This position offers the chance to work closely with experienced advisors, strengthen technical planning capabilities, and grow within a collaborative environment.

Responsibilities:
• Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies.
• Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations.
• Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs.
• Contribute to reviews involving tax considerations and estate pla...