Wealth Management Analyst

About Archer

Archer is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high‑net‑worth clients. Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision and a human approach to design customized wealth strategies. Our values: leadership, transparency, excellence and partnership. If you share these values and want to make a real difference, we'd love to meet you!

Job Description

Reporting to an Advisor Manager, the Financial Analyst plays a strategic role in providing analytical and operational support. This role is a gateway to the position of assistant wealth management advisor.

Main responsibilities

• Prepare financial analyses, projections and presentation tools for customer meetings
• Assist advisors in implementing financial strategies an...