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Job Details
Explore Location
Undisclosed
Irvine, California, United States
(on-site)
Posted
4 days ago
Undisclosed
Irvine, California, United States
(on-site)
Job Type
Full-Time
Min Experience
None
Job Function
Other
Wealth Mangement Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Wealth Mangement Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Wealth Management Analyst (Irvine, CA) Perform fin'l analysis to help clients build wealth. Master's deg in Applied Economics, Math, Finance, Bus. Admin, or rltd. Strong ability to analyze mkt data & portfolio performance. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regs & firm policies. Proficiency in computer skills, incl Microsoft office. Apply to American Fundstars Financial Group LLC, 1 Park Plaza, Ste 210, Irvine, CA 92614
Job ID: 80259261
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Cost of Living Index
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Safety Index
70/100
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