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Konvergent Wealth Partners, LLP

Konvergent Wealth Partners, LLP is hiring: Associate Data Analyst in Gig Harbor

Konvergent Wealth Partners, LLP, Gig Harbor, WA, US, 98329

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About the Role Konvergent Wealth Management is seeking a we’re looking for a sharp, detail-obsessed Associate Data Analyst to support our advisors and investment specialists by turning complex financial data into polished, client-ready reports. Note: This is an In-Office role. Applicants must be within commuting distance of Gig-Harbor, WA. If you're ready to: Build real-world experience in wealth management analytics Hone your skills in reporting, data visualization, and financial storytelling Work alongside a team of elite advisors and investment specialists Take ownership of your work and contribute meaningfully from day one ...then you might be our next Associate Data Analyst. Who We’re Looking For: Highly organized, process-driven individuals who geek out on accuracy and detail Self-starters who can manage deadlines and deliver polished work with minimal supervision Clear communicators who can collaborate effectively with advisors and investment teams People who love making messy data look beautiful and easy to understand What We Offer: $25/hr to $30/hr, DOE Contract role at 20+ hours per week Flexible working hours (some overlap with business hours required for collaboration) Hands-on experience working directly with veteran financial professionals on advanced solutions for UHNW (ultra-high-net-worth) families and individuals Opportunity to contribute to real client-facing deliverables and high-value projects Contract-to hire opportunities and professional development What Qualifies You: 1–3 years of professional or academic experience in data analysis, financial reporting, or a related field Strong proficiency in Excel and/or Google Sheets; bonus points for experience with Python, and industry tools such as Addepar or Luminary, but not required. Familiarity with basic financial concepts (investment reports, portfolio performance, etc.) Excellent attention to detail and commitment to producing polished, accurate work Ability to thrive in a fast-paced, high-accountability environment High-speed, reliable internet access and modern computer This is a rare opportunity to step into a part-time role with real impact—and real growth potential. Apply today, and let’s talk. Name (required) First Name Last Name Email (required) Sign up for news and updates Phone Are you able to commute locally to our office in Gig Harbor, WA? (required) Your Resume (required) Add a File Add a File Are you legally authorized to work in the country where this position is located? (required) Do you now, or will you in the future, require sponsorship? (required) #J-18808-Ljbffr