Financial Services Analyst (KS27885)
Our client is a reputable financial services company that is looking for a Financial Analyst to join their team. This role offers a lot of variety and the opportunity to learn new things! With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization. The company boasts a team-oriented culture, competitive salary, and provides its’ employees with excellent benefits and equips them with the tools and training necessary to succeed.
The Financial Analyst will perform financial and accounting services for a limited number of high net worth clients. Services provided are investment portfolio performance monitoring, strategic investment portfolio construction and asset allocation, retirement and college expense planning, estate planning and wealth transfer strategies, charitable planning, and others.
If you possess a certain philosophy toward client service along with a skillset to provide a high level of thoughtful advice, this opportunity is for you!