Wealth Management Analyst (Plymouth Meeting, PA)
Company Name: HJ Wealth Management LLC
Company Description:
HJ Wealth Management LLC provides comprehensive wealth management services to high net worth individuals through our trade marked process called The Progression of Wealth®.
Job Description:
• Analyze, interpret and compile personal financial planning solutions and presentations that will be presented to the firms high net worth clients by the firms senior financial advisors
• Research solutions relating to comprehensive financial planning matters
• Communicate recommendations and solutions to members of the advisory team and to clients
• Provide assistance in the firms operations
• Work in a team environment
Requirements:
• Undergraduate degree in accounting or finance
• Professional designation of either a Certified Public Accountant or Chartered Financial Analyst or eligible and actively pursuing either designation a plus
• Strong written and verbal communication skills
• Be able to work effectively in a total team environment