Asset & Wealth Management
Newport Beach, California
Wealth Management Ayco | Analyst | Newport Beach, CA
Job details
- Location
- Newport Beach, California
- Work type
- Onsite
- Compensation
- $70,400 - $125,000/yr
- Posted
- 4 weeks ago
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Bachelor’s degree; SIE, Series 7, Series 66 preferred; MS Office proficiency; strong organizational, communication, and client-service skills.
What you'll do at Asset & Wealth Management:
- Client guidance
- Analyze finances
- Prepare taxes
Apply to this Wealth Management Ayco | Analyst | Newport Beach, CA role at Asset & Wealth Management with a tailored resume on ApplyBolt.