American Fundstars Financial Group LLC
Irvine, California, United States
Wealth Management Analyst
Posted today
Job Description
Wealth Management Analyst (Irvine, CA) Perform fin'l analysis to help clients build wealth. Master's deg in Applied Economics, Math, Finance, Bus Admin, or rltd. Strong ability to analyze mkt data & portfolio performance. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regs & firm policies. Proficiency in comp skills, incl Microsoft office. Apply to American Fundstars Financial Group LLC, 1 Park Plaza, Ste 210, Irvine, CA 92614.