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Financial Analyst

Wealth Planning Assistant

Job in Saint Augustine, St. Johns County, Florida, 32095, USA
Listing for: Heffernan Insurance Brokers
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 - 60000 USD Yearly USD 55000.00 60000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Client Service Associate to support Wealth Managers in delivering financial planning and investment management services. Key responsibilities include preparing financial plans, attending client meetings, conducting financial research, and ensuring documentation accuracy. The ideal candidate should have strong communication and analytical skills, a relevant educational background, and proficiency in MS Office. This role in Saint Augustine, Florida, offers a salary range of $55,000 to $60,000, with additional benefits.
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