Wealth Analyst - Schneider Downs & Co. : Job Details

As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as well aslearning opportunities that inspire professional development. Experience themall at Schneider Downs, where we've been providing accounting, tax, consulting,and wealth management services through our team of innovative thought leadersfor over 65 years. Start building a career with people motivated to help yousucceed-and enjoy more of what counts. Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning and general education for retirement plan participants.As the Wealth Analyst, you will work with other investment experts and client service professionals to deliver investment management and financial planning services to high-net-worth individuals and families. The successful candidate will provide support to senior advisors while learning all aspects of our firms' philosophy and business. This position, given the success of the candidate, will develop into an investment advisor position.Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.WHAT YOU'LL DO

• Work closely with Advisors to provide analysis, input and recommendations for prospect and client financial situations and create appropriate financial planning schedules
• Prepare and/or assist with the creation of client reports such as financial statements, asset allocation analyses, investment policy statements, investment proposals, etc.
• Participate in Financial Planning, Investment Committee and Portfolio Management meetings, pursuing comprehensive knowledge to apply to client planning and investment activities
• Work with senior advisors to respond to client requests

WHAT YOU'LL NEEDRequired:

• Bachelor's degree from an accredited college or university
• Minimum of one year of experience in investment management and/or financial advisory services

Preferred:

• CFP designation

Other:

• Proficiency in Microsoft Office Suite and Morningstar, as well as familiarity with financial planning, securities balancing software and client relationship management software
• Ability to set priorities and multitask
• Strong analytical and financial skills
• Excellent written and oral communication skills
• Highly self-motivated with a demonstrated commitment to professional and educational growth
• Attention to detail, organizational skills, and an unwavering commitment to prompt and accurate follow-through on tasks are essential
• Desire/ability to work successfully in a growth oriented, small company environment

WHERE CULTURE COUNTSAt Schneider Downs, our culture is our identity. And it'sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment through our core values: Care, Integrity, Flexibility, Respect, andDrive. ENJOY MORE OF THE THINGS THAT MATTER MOST - Competitive compensation - Insurance, including health, dental, and vision,that begin on day one - 20+ days of paid time off and 13 paid holidays - Flex Fridays and office closures for summer andwinter breaks- Parental leave, family care leave, and volunteertime- 401(k) plans and profit sharing - CPA exam bonus, education assistance program, andpet insurance ABOUT SCHNEIDER DOWNS For over 65 years, Schneider Downs has provided audit, tax,consulting, and wealth management services through our team of innovativethought leaders committed to our approach of providing Big Thinking with aPersonal Focus. Our client roster includes a diverse blend of well-establishednational and regional businesses both publicly and privately owned - as well asnot-for-profits and exciting start-ups. Regardless of industry or corporateprofile, our clients receive the highest level of responsiveness, pro-activity,and personal attention to their individual needs. We call that commitment theSD Standard and it's what makes us different. A PLACE WHERE INCLUSIVITY COUNTS Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world. BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW. SchneiderDowns does not accept unsolicited referrals for vacancies, and any unsolicitedreferral will become the property of Schneider Downs. Upon hire, no fee will beowed to the agency, person, or entity.#LI-HYBRID