Vista Wealth Solutions · 8 hours ago
Wealth Management Analyst
Radnor, PA
Full-time
Hybrid
New Grad, Entry LevelVista Wealth Solutions is dedicated to delivering transparent financial guidance and customized investment strategies to help clients achieve their financial goals. The Wealth Management Analyst will support advisors by providing analytical insights, conducting investment research, and preparing client reports, ultimately enhancing the client experience in wealth management.
Financial Services
Responsibilities
Conduct Investment & Market Research: Analyze investment options, asset classes, and market trends to support portfolio construction and advisor recommendations
Financial Modeling & Analytics: Build, maintain, and refine financial models (e.g., for retirement planning, cash flow projections, risk analysis, and performance scenarios)
Portfolio Support: Assist with asset allocation analysis, performance tracking, portfolio rebalancing recommendations, and risk profiling
Client Reporting: Prepare clear and professional client deliverables including performance summaries, valuation reports, and analytical insights
Cross-Team Collaboration: Partner with advisors, paraplanners, and operations teams to ensure seamless integration of planning solutions and data accuracy
Compliance & Documentation: Ensure all analyses and reports comply with regulatory requirements and internal quality standards
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or related field
Strong analytical and quantitative reasoning skills
Proficiency with Excel (advanced functions, pivot tables) and financial planning or analytics tools
Excellent written and verbal communication
Ability to handle multiple priorities in a structured, deadline-oriented environment
Preferred
Experience with financial planning software (e.g., eMoney, MoneyGuide Pro)
Familiarity with investment products (mutual funds, ETFs, fixed income) and portfolio theory
Prior experience in a financial services or investment support role
Benefits
Annual performance-based bonus potential
Comprehensive benefits package including health, retirement, and paid time off
Professional development and career growth opportunities
Company
Vista Wealth Solutions
MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase