Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA

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JOB DESCRIPTION

Job #: 17406
Status: Inactive / Filled
Title: Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA
Job Location: Pittsburgh, PA
Base Compensation: $40,000 — $60,000
Total Compensation: $65,000 — $85,000
Benefits: Above average benefits including full health coverage
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Finance; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA Successful Independent Fee-Only Wealth Management Firm seeks Financial Planning Analyst to assist lead relationship managers in counseling high net worth clients (1mm - 50mm level clientele) on comprehensive financial planning, estate planning, tax planning and investment management strategies.

JOB DESCRIPTION

Well established, dynamic firm; excellent opportunity for advancement. Not a sales role. No business development goals.

QUALIFICATIONS

1+ years experience in the financial planning arena required. Progress towards the CFP credential is ideal.
Education: Bachelor's
  
Total Years of Experience: 1-2+
  
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