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Financial Consultant Financial Analyst

Investment Analyst - Wealth Advisory Associate

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Cresset
Full Time position
Listed on 2026-01-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading investment firm in West Palm Beach is seeking an Investment Analyst to support high net worth clients and work closely with experienced Wealth Advisors. The ideal candidate will have a Bachelor’s Degree, preferably be on track for CFA or CFP, and possess 1-3 years of experience in financial services. This role emphasizes analytical skills, independent and team work, and effective communication, with a focus on client advisory and portfolio management.
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Position Requirements
10+ Years work experience
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