High-Touch Portfolio & Wealth Planning Analyst
$90k - $120kRobertson Stephens Wealth Management, Llc
A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves building and monitoring sophisticated investment portfolios, conducting performance analytics, and engaging directly with clients. Candidates should possess a BA/BS in Finance or Economics, with 2-3 years of relevant experience. The position offers a salary range of $90,000 – $120,000, plus bonus and comprehensive benefits including medical and retirement plans. #J-18808-Ljbffr Robertson Stephens Wealth Management, Llc
Vacancy posted 5 days ago
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