Wealth Management Analyst
Newport Beach, CA
Sep 22, 2024
fulltime
Full Job Description
Wealth Management Analyst (Newport Beach, CA) Perform fin'l analysis to help clients build wealth. Bachelor's deg in Finance, Economics, Math, Bus. Admin, or Laws. In-depth knowl of finance industry & investment products. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regs & firm policies. Proficiency in computer skills, incl Microsoft Office products (Word, Excel, & PowerPoint). Proficiency in measuring the performance of clients' portfolios. Apply to: American Fundstars Financial Group LLC, 4695 MacArthur Court, Ste 560, Newport Beach, CA 92660.
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Wealth Management Analyst
Confidential
Newport Beach, CA
Sep 22, 2024
fulltime
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