Wealth Management Analyst

Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.



Position Purpose & Focus

As a Wealth Management Analyst, you will collaborate with Wealth Managers or Financial Advisors to develop customized financial plans for clients. Gather and analyze financial data, assess clients’ current financial situation, and create strategies to achieve their goals, including retirement planning, estate planning, asset allocation, and client relationship management. Possesses excellent working knowledge of subject matter.


Essential Duties and Responsibilities

  • Build out internal high-net-worth presentations/service/interaction model
  • Conduct in-depth research and analysis of various investment options, such as stocks, bonds, mutual funds, and alternative investments
  • Maintain accurate records of investment transactions and portfolio performance
  • Identify and assess potential risks associated with clients’ investment portfolios. Propose risk mitigation strategies and provide recommendations to minimize risk exposure while maximizing returns
  • Stay updated on regulatory compliance requirements and industry best practices
  • Conduct market research to identify new investment opportunities
  • Responds directly to client inquires and questions
  • Create and update clients’ financial plans


Qualifications | Competencies |Success Factors

  • Excellent oral and written communication skills
  • Strong analytical skills with the ability to interpret complex financial data
  • Build collaborative relationships with clients and third-party providers
  • Customer service and responsiveness
  • Ability to research investment and compliance related topics
  • Detail-oriented and highly organized, with the ability to handle multiple tasks and meet deadlines
  • Ethical conduct and respect for client confidentiality
  • Build and maintain strong relationships with high-net-worth clients
  • SIE, Series 6, 63 required
  • Ability to execute trades
  • Bachelor’s degree preferred


Company Culture & Values:

  • Collaborative working environment
  • Learning and development embedded into everyday workload
  • Follows Bryson’s 5 pillars of service in delivering exceptional customer satisfaction: Personal Touch, Accountability, Resolution, Intellectual Capital, & Delivering Value
  • High level of customer service
  • Boutique and family-centric working environment


Company Perks:

  • Generous medical plan with 90% employer contributions
  • Dental and vision plans
  • Disability Insurance
  • 401K options
  • Generous PTO accruals
  • Eight paid holidays + a floating holiday of employees’ choice
  • Quarterly company events: Potlucks, Happy Hours
  • Participate in community outreach events
  • Career Growth Opportunities
  • Non-Producer Bonus Revenue Program
  • Employee Referral Program
  • Monthly Wellness Contribution
  • Gorgeous Long Beach office with rooftop terrace


Working Conditions:

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. 

This is largely a sedentary role M-F 8 am – 5 pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. 

The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. 


Please email your resume and cover letter to olivia@brysonfinancial.com to be considered for this position