Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA
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|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|
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 DESCRIPTIONWell established, dynamic firm; excellent opportunity for advancement. Not a sales role. No business development goals.
1+ years experience in the financial planning arena required. Progress towards the CFP credential is ideal.
Total Years of Experience: