Wealth planner - associate and senior associate levels
WalthamWainwright Talent Partners
...in the client net worthResearch financial planning projectsCoordinating client accounting activities with the operations teamSupporting the wealth planning and financial reporting teams with client specific projects and deliverablesA Successful Candidate Will Exhibit: Strong critical thinking skills and attention to detail [...]
Category Banking, Insurance, Finance & Accountancy
12 days ago in Manatal