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.
recblid e95h84f5d45131cewwdtvpgj4klfoq
recblid e95h84f5d45131cewwdtvpgj4klfoq
Job Information
Job Category:
Other
Spotlight
Employer
Related jobs
Anchorage AK - Store Sales Specialist - PT Seasonal - Starting October, 20
(REI) Recreational Equipment, Inc.
OverviewCome shape the future of the outdoors REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a...
Sep 23, 2024
Anchorage, AK
St. Louis Store Sales Specialist- Part-time
(REI) Recreational Equipment, Inc.
OverviewCome shape the future of the outdoors REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a...
Sep 23, 2024
Saint Louis, MO
Store Sales Specialist - Part Time (Evenings and Weekends)
(REI) Recreational Equipment, Inc.
OverviewCome shape the future of the outdoors REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a...
Sep 23, 2024
Woodland Hills, CA