Boly:Welch
Job Number: 15777
Salary: $65K-$75K
Industry: Financial Services
What Matters Most:
- 1+ years of experience in financial services required
- Bachelor’s degree required
Your New Role: Have you been looking for the next step in your career in financial services? Have you been eager to utilize your experience and exceptional communication skills? This Financial Planning Analyst position may be the role for you!
An analytical people-person will thrive in the role, as you’ll be responsible for actively maintaining communication with clients, actively participating in reviewing and refreshing client profiles, and efficiently managing and resolving any client issues. Your invaluable ability to prioritize tasks will be crucial, as you’ll also coordinate meetings and client transactions.
The team is looking for someone with stellar leadership and communication skills and a keen eye for detail. Those with strong time management and problem-solving skills will stand out among other applicants.
This role is on-site with free parking!
Your New Organization: This thriving financial services firm has ample room for growth, with excellent internal development opportunities. The team also strongly values morale, so you can expect lunches and happy hours alongside your own career growth!
The benefits offered include a 401(k) with match, health insurance, PTO, and a flexible schedule.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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