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Robert Half Logo Robert Half · Finance

Senior Wealth Analyst

United States, Boston Employment contract · Job Posted May 29, 2026
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Job 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.

Job Responsibility

  • 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 planning topics in partnership with senior advisors and other specialists
  • Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients
  • Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience
  • Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current
  • Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community

Requirements

  • At least 2–3 years of experience in financial planning, private wealth management, or a related client service role
  • Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables
  • Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners
  • Experience using financial planning software and wealth management technology platforms
  • familiarity with firm-specific tools is a plus
  • Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through
  • High standards of professionalism, sound judgment, and discretion when handling sensitive client information
  • Close attention to detail and a commitment to delivering consistent, high-quality client service

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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