Wealth Planning Analyst - Client-Focused
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-01-24
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Planning Analyst located in Palo Alto, California. The role involves supporting Financial Advisors in client engagement and financial planning strategies. Candidates should possess a relevant degree, hold necessary licenses, and have over five years of experience in financial services. The firm offers a competitive salary ranging from $68,000 to $120,000 per year, with opportunities for growth and professional development.
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