Confidential
Newport Beach, CA, USA
Wealth Management Analyst (Newport Beach, CA) Perform financial analysis to help clients build wealth. Bachelor's degree in Finance, Economics, Math, Business Administration, or Laws. In-depth knowledge of finance industry & investment products. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regulations & firm policies. Proficiency in computer skills, including Microsoft Office products (Word, Excel, & PowerPoint). Proficiency in measuring the performance of clients' portfolios.
Feel free to apply to American Fundstars Financial Group LLC, 4695 MacArthur Court, Ste 560, Newport Beach, CA 92660. recblid gjsrs6pxhjmjz9vzaii4s06tk6ecfa