Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities.

Benefits & PerksCompetitive benefits package available20 days of paid time off, with increased accrual based on tenureMedical, dental, and vision insurance with significant employer contribution for employees and dependent coverageEmployer-sponsored profit-sharing program with quarterly contributionsPaid parental leave for both primary and secondary caregiversCharitable gift matching program up to an annual maximumPlease apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry