A top, nationally recognized boutique Wealth Management firm is seeking a highly organized, detail-oriented, self-starter to join our growing team as a Planning Analyst. The ideal candidate will be a versatile team player with strong analytical skills. This role involves providing technical support in developing detailed financial plans and preparing for internal reviews. If you are ready to handle multiple responsibilities and excel in a dynamic, fast-paced environment, we would love to hear from you!
Duties include but are not limited to:
Skills and Qualifications:
Job Requirements:
Please forward resumes and inquiries to Megan McKay at Megan.McKay@nm.com
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