💰 Finance📍 In-Person💼 Full Time3h ago
Wealth Planning Analyst
Confidential
📍 Sarasota, FL
$60,000 – $75,000/year • Offers Bonus
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Role Details
The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings,…