Travel Financial Analyst

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases. We help our clients optimize …