Consulting Analyst - The Wealth Office

Position Overview

Fiducient Advisors provides tailored and personalized investment consulting services to clients including retirement plan sponsors, endowments, foundations, private clients, and financial institutions nationwide. With over 200 professionals, our mission is to help clients prosper. The Consulting Analyst works closely with Investment Consultants to deliver a superior client experience through thorough analysis of private wealth portfolios.

Key Responsibilities

• Proactively lead portfolio evaluation/financial planning reviews for new clients in collaboration with multiple teams.
• Evaluate and construct investment policy statements in line with clients’ objectives, risk tolerance, and restrictions.
• Develop asset allocation, perform financial planning analysis, and select fund managers including modeling and portfolio optimization.
• Collaborate with Investment Research and Performance Analytics to create customized client reports and optimal reporting solutions.
• Facilitate all aspects of client account administration, including trade rebalancing and executing approved trading requests.
• Analyze and implement investment decisions, portfolio reallocations, and rebalancing while addressing ongoing client needs.
• Respond to client and vendor requests, audit inquiries, and follow-up on meeting action items in a timely manner.
• Conduct special ad-hoc analyses and projects as needed.
• Engender a team-based and collaborative approach while working independently and taking accountability for work product.

Required Qualifications

• Bachelor’s Degree with a concentration in Finance, Accounting, Investing, or Economics.
• 2-5 years of financial services industry experience.
• Proficiency in Microsoft Suite and knowledge of mutual funds, investment managers, and asset allocation principles.
• CFA or CFP designation, or progress toward certification(preferred).

Preferred Qualifications

• Ability to establish rapport and build enduring relationships.
• Exceptional public communication skills with strong writing and presentation abilities.
• Adaptability to shifting priorities and the capability to work independently.
• Sound judgment, problem-solving skills, and meticulous attention to detail.
• Innovative, curious, enthusiastic, and committed to fostering an inclusive work environment.

Benefits & Perks

• Compensation:Base salary range of $75,000-$95,000 with potential for performance-based incentives. The final offer will depend on experience, credentials, education, and geographic location.
• Generous Paid Time Off including optional rollover, Personal/Sick Time, and 10 Holidays with additional half days.
• Additional leave benefits including Summer Perks, Bereavement Time, and Employer-Paid Parental, Personal, and Family leaves.
• Professional Development Day for eligible exams and reimbursement for development designations.
• Work Life Convenience Benefits such as exclusive wellness programs, family & fertility assistance, wellness reimbursement, 401K with company match, and cell phone reimbursement.
• A supportive work environment committed to inclusion, belonging, and continuous growth.