3 wealth management analyst jobs at 2 companies in Virginia
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Advice and Financial Planning Wealth Management Analyst
Atlanta or Charlotte or Richmond
$87k-$164k/yr OnsiteFull Time
Advanced professional credential (e.g., JD, CFP, CPA) or equivalent, professional financial planning experience for affluent clients, expert-level knowledge of tax, investments, retirement and estate planning, strong communication and Microsoft Office skills, bachelor’s degree required.
Microsoft Office Suite, WebEx
1mo
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Retirement & Wealth - Sr. Business Analyst (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$91k-$124k/yr RemoteFull Time
7+ YOE7+ years in fintech or health, bachelor’s degree required (MBA preferred), Six Sigma preferred, strong analytical skills, Agile/product experience, Excel/SQL/Tableau proficiency, excellent communication.
Microsoft Excel, SQL, Tableau, Visio, Lucidchart, Miro, Figma, Electronic Medical Records (EMR)
1mo
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Fiduciary Operations Analyst III
Richmond, Virginia, United States
$58k-$64k/yr OnsiteFull Time
5+ YOE5+ years trust/wealth operations experience, strong accounting and reconciliation skills, proficiency with Microsoft Office and trust accounting systems (FIS or SEI), effective communication and time management.
Microsoft Office, FIS, SEI