Wealth Management Analyst: Client & Business Support
$68k - $120kPowerToFly
A leading financial services firm in Palo Alto is seeking a Wealth Management Analyst to enhance the client service experience and support advisors. The ideal candidate will have a strong background in financial products and at least 2 years of experience. Responsibilities include assisting with client meetings, business development support, and preparing reports. The role requires excellent organization, interpersonal skills, and the ability to thrive in a dynamic environment, with a competitive salary between $68,000 and $120,000 annually. #J-18808-Ljbffr PowerToFly
Vacancy posted 5 days ago
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