Financial Planning Analyst supporting Financial Advisors with plan construction, analysis, and clien
岗位职责
Job Description Job DescriptionA well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process. This is an immediate and important hiring need, and the practice may hire up to two exceptional candidates. The role combines plan construction and analysis with meaningful client-facing responsibility. This person will update planning data, create an…
申请条件
- 具备财务规划或财富管理相关经验
- 能够支持财务顾问和副财务顾问的财务规划流程
- 具备计划构建和分析能力
- 能够更新规划数据
- 具备面对客户的职责能力
- 优秀的候选人优先考虑（最多招聘两名）
雇主简介
Jambalaya Group is a well-established, multi-location private wealth management practice that provides financial planning and advisory services to clients.