Financial Planning Analyst - Entry Level; Wealth
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-03-05
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Miami is seeking a Producer Assistant - Financial Planning Analyst to support financial advisors by managing essential business functions. This entry/mid-level role involves asset management, client correspondence, and adherence to compliance standards. Ideal candidates will possess strong organizational and communication skills, and a proactive attitude. The position offers a competitive salary range of $50,000-$60,000, benefits, and opportunities for professional growth.
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Position Requirements
Less than 1 Year
work experience
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