Wealth Strategies Analyst (available in:
Saint Louis)
Date: Dec 2, 2007 22:55:37 PM CST
An Analyst in Wealth Management Consulting, working in conjunction with a Strategist or Associate Strategist, gathers customer data (e.g., estate planning instruments, assets, liabilities, income and expenses) and produces targeted, specific analyses based on that data. Gathers financial data from a variety of sources (customers, PCAs, PCMs, PMs. Reviews, analyzes and flowcharts estate planning instruments. Will prepare and analyze balance sheets, financial projections and transfer tax illustrations. Creates initial draft of customer letter. Researchs basic issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues. Participates in internal and external customer meetings. Performs administrative duties as needed.
Required Skills:
Must have CFP or enrollment in a CFP program strongly encouraged. JD, CPA, CFA, MST, MBA (or progress thereto) a plus.
For details, please find job posting:
http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=Saint+Louis&position=Searched&date=
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