Consulting Group Analyst
No visa sponsorship
Core
Support Financial Advisors and Private Wealth Advisor teams by assisting with client service, digital marketing, portfolio holdings, financial planning, and reporting.
Role type
Client service analyst (financial services)
Builds
Client reports, financial plans, and marketing materials for existing and prospective clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client service, research, presentation materials
Preferred skills
CIMA or CFA designation, Series 7/66 or Series 63/65 licenses