Wealth Management Analyst

The Wealth Management Analyst is an early-career development role for motivated individuals interested in building a career in wealth management and sales. Future Standard invests significantly in the training and development of our people, providing Analysts with hands-on experience and a foundation for long-term career growth.

Analysts will work alongside experienced professionals while receiving training across wealth management, portfolio construction, alternative investments, consultative sales, and territory management.

Responsibilities

• Learn and apply Future Standard’s Consultative Selling Process with financial advisors and prospects.
• Develop investment knowledge across portfolio construction, private markets, alternative investments, private credit, and private equity.
• Partner with sales professionals to support business development and advisor relationships within assigned territories.
• Gain hands-on experience in prospecting, territory management, advisor meetings, campaigns, and events.
• Build proficiency with Salesforce and technology used to drive sales effectiveness.
• Participate in ongoing training, coaching, and professional development designed to prepare Analysts for increased responsibility and future career opportunities.

Qualifications

• Bachelor’s degree required.
• Strong interest in wealth management, investments, financial markets, and sales.
• Intellectual curiosity and a demonstrated ability to learn quickly.
• Strong communication, relationship-building, and organizational skills.
• Ability to thrive in a fast-paced, collaborative environment.
• Series 7 and 63 preferred, or ability to obtain required licenses within the first 90 days.
• Experience with Microsoft Office and Salesforce preferred.
• Experience with Microsoft Copilot, Cowork, or other AI-powered productivity tools is a plus.