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Financial Analyst Financial Consultant

Financial Planning Analyst: Client-Centric Wealth Planning

Job in Irvine, Orange County, California, 92713, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
  • Business
    Financial Analyst
Job Description & How to Apply Below
A financial services firm is seeking a Financial Planning Analyst to support client services and daily operations. This position involves coordinating client meetings, responding to inquiries, and assisting with onboarding. The ideal candidate will have a Bachelor's degree, 2+ years in finance, and exceptional communication skills. You're expected to manage confidential information and support compliance activities while helping to create presentations for business development.

Candidates should thrive in a dynamic environment and be detail-oriented.
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