- Location
- Philadelphia, Pennsylvania, United States
- Department
- National Sales
- Seniority
- Entry
- Source
- Greenhouse
Description
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.
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit, real estate and infrastructure. With a 30+ year track record of value creation and $94 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Total AUM estimated as of June 30, 2026.
Future Standard is an Equal Opportunity Employer.
Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.