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Financial Analyst Financial Consultant Accounting & Finance

Family Office Analyst: Wealth & Estate Finance

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: StevenDouglas
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in West Palm Beach, Florida, is seeking an entry-level analyst/associate to support financial, wealth, and estate planning for families. Responsibilities include maintaining financial agreements, preparing reports, and assisting with estate planning. The ideal candidate should have a bachelor’s degree in finance or accounting, strong analytical and interpersonal skills, and proficiency in Excel. This is a full-time position offering various benefits, including medical coverage and a retirement savings plan.
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