Wealth Management Analyst

 

M3 Family Office is seeking driven, passionate individuals interested in building a career in the financial services industry.

M3 Family Office uses digital solutions to rethink how high-net worth families can grow their wealth and preserve their future foreach generation. It’s much more than investments, insurance and estate planning, M3 Family Office provides a sophisticated team of advisors in a managed integration. For over 25 years we have specialized in providing customized planning, innovative solutions and lifecycle management for those in the venture capital and private equity world, as well as their portfolio companies.

We are seeking people with a background in Accounting, Finance, Economics, Pre-Law major or those studying for your CFP or your Financial Planning Degree. If you have an interest in digital and automated solutions for the next generation of a Virtual FamilyOffice this will be the place for you.

The analyst position with a national Registered Investment Advisor; could be a great fit for our Analyst position.

We are seeking people with:

A strong desire to work in the wealth management industry in a Family Office 

Wizardry and proficiency in the entire Microsoft Office suite

Strong organization skills with a detail oriented approach

A team player mindset while also being self-motivated 

Indomitable work ethic and the ability to complete projects under a deadline 

Strong willingness to learn and grow in the role

Outstanding written and verbal communication skills

The ability to learn to utilize a variety of industry related software programs

We use a variety of innovative software solutions including:

E-Money,

Morningstar and 

Fidelity Wealth Central