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Associate Financial Planning Analyst

Location : McLean, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-2 years in financial planning
Required Education : 4 year degree
Travel : No
Relocation : No

Job Description :
 

COLLEGIAL, CLIENT-FOCUSED RIA.


Interested? Click here for more information!


Required Qualifications :
 

Bachelors’ degree from an accredited university; major in financial planning preferred. 0-2 years of experience in financial planning. Knowledge of the financial planning process, related services and client servicing needs. Strong customer service and analytical skills with the ability to work with professionals across all levels of the organization.


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