Company Description
Arsenal Capital Advisors is a Multi-Family Office offering advanced financial planning, investment advisory & portfolio management, tax & legal advisory collaboration, private investment opportunities, and exceptional service. The firm focuses on serving a select number of wealthy individuals and families, providing comprehensive wealth management solutions.
Role Description
This is a full-time on-site role for a Private Wealth Management Analyst located in Greater Philadelphia. The Private Wealth Management Analyst will be responsible for conducting financial analysis, supporting investment decisions, preparing client presentations, and assisting with portfolio management. The role also includes collaborating with legal and tax advisors, reviewing investment performance, and providing exceptional service to clients.
Qualifications
- Analytical Skills and Finance knowledge
- Investments expertise
- Strong Communication and Interpersonal Skills
- Excellent verbal and written communication skills
- Bachelor's degree in Finance, Economics, or a related field
- Ability to work in a collaborative and fast-paced environment
- Relevant certifications such as CFA or CFP are a plus
- Series 65 is a plus
