Wealthview Capital is currently hiring for a Financial Analyst and Client Services Associate for its Jackson, Mississippi office. Please see below for details.
Financial Analyst
Wealthview Capital is seeking a Financial Analyst to join its team of highly qualified and dedicated professionals. Ideal for an emerging professional interested in building a career at a small, client-oriented firm, this position is full-time, salaried, non-remote, and located in the firm's Jackson, Mississippi office. The financial analyst will work closely with the firm’s wealth advisory team to analyze financial data and create financial models for decision support, evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and ensure accurate performance reporting. They will study stock market activity, execute trades, and monitor and analyze trade activity on behalf of the firm’s clients. In addition, this individual will be expected to assist with light administrative and operation duties such as answering phones, scheduling meetings, and handling a variety of paperwork regarding client accounts.
Prerequisites:
- Bachelors in Accounting, Finance, Economics or Math
- Strong fluency with Excel formulas and functions
- Strong analytical and data gathering skills
- Attention to detail and ability to remain calm and organized
- Self-starter attitude; enjoys taking ownership of projects
- Passion to learn and grow
If interested in applying, please send resume and cover letter to Miriam Fair at mfair@wealthviewcapital.com.
Client Service Associate
Wealthview Capital is seeking an experienced client service associate (CSA) to join its team of highly qualified and dedicated professionals. The CSA works closely with the Financial Planning team to maintain client relationships and support client service needs and requests. They will serve as the lead over client services such as scheduling appointments, fielding client inquiries, helping drive an overall exemplary client experience, and maintenance of the firm’s CRM. As part of their duties, they will assist with the firm's operations such as account onboarding and maintenance, fund transfers, and RMD processing. This position is a salaried, non-remote position in the firm's Jackson, MS office.
Prerequisites:
- Minimum five years direct industry experience
- Enjoys working face-to-face with clients
- Experience working with CRM helpful
- Detail-oriented
- Self-starter attitude; enjoys taking ownership over a project
If interested in applying, please send resume and cover letter to Miriam Fair at mfair@wealthviewcapital.com.