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Private Wealth Management Analyst

Kforce Inc.
  • Clayton, MO
  • $20–$21.43
1 day ago

Job Description

Kforce has a client in Clayton, MO that is seeking a Private Wealth Management Analyst. Summary: Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. This position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the technical aspects of Private Banking. The Private Wealth Management Analyst will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker. This role provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Requirements:

  • Bachelor's degree, or equivalent work experience
  • Up to three years of related experience

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.


Numbers & Facts

LocationClayton, MO
IndustryFinancial Services
Salary$20–$21.43
Company Size1,000 to 1,499 employees
Year Founded1962
Websitehttp://www.kforce.com/

About Company

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

Skills

  • Analysis Skillsunmatched
  • Bank Managementunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Retention/Renewalunmatched
  • Develop and Maintain Customersunmatched
  • Financial Analysisunmatched
  • Financial Planningunmatched
  • High Net Worthunmatched
  • Legalunmatched
  • Private Bankingunmatched
  • Private Wealth Managementunmatched
  • Sales Pipelineunmatched
  • Sales Prospectingunmatched
  • Short Messaging Service (SMS)unmatched
  • Strategic Planningunmatched
  • Training/Teachingunmatched

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