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Financial Analyst - Investment and Planning
| Details |
Country: USA
Location: MA Wellesley
Total applied: 11
Relevant Work Experience: Less than 1 Year
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
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Financial Analyst - Investment and Planning
Financial Analyst
Weston Financial is a full service, wealth management and financial planning company working with high net worth individuals. The company has been in business since 1979, and is a division of Washington Trust.
The financial analyst will work directly with one or more financial consultants on client financial planning, tax and investment management services.Specific responsibilities include 1) preparing financial models (retirement, education, estate, tax) using proprietary software 2) interfacing with clients and 3rd party firms to service client accounts and 3) processing forms and investment applications.
The candidate should have an undergraduate college degree (business degree is preferred), with additional consideration for advanced degrees (CPA, CFA, CFP) or experience in the financial services industry.
The candidate should be proficient in Excel, Word and Outlook.
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