2 financial analyst jobs at 2 companies in Jackson, WY
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Wealth Advisor Analyst
Jackson, Wyoming, United States
$79k-$103k/yrOnsiteFull Time
First Western TrustNASDAQ: MYFW: Provides private banking and wealth management for high-net-worth clients.
0+ YOERequires 0–3 years of wealth management or financial planning experience, strong organization and interpersonal skills, financial planning knowledge, and collaboration; CRM experience preferred. CFP preferred within 18 months.
New York City or Redwood City or Norfolk or Austin or Sonoma or Baltimore or Cincinnati or Denver or Houston or San Francisco or Jackson or West Conshohocken or Los Altos or Boca Raton or Westfield or Indianapolis or Chicago or Boston or Grand Rapids or Louisville or United States or Europe
5+ YOERequires a bachelor's degree, 5+ years of operational due diligence experience, 7+ years overall work experience, investment-manager review expertise, financial-services knowledge, and strong analytical and communication skills.