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PRIMARY FUNCTION
The Family Wealth Analyst will participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.
RESPONSIBILITIES :
EDUCATION/EXPERIENCE :
Bachelor’s Degree in Accounting, Finance, Economics, or other Social Sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, Outlook, Excel, PowerPoint) and familiarity with financial analysis applications.
CERTIFICATIONS:
N/A – Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
DESIRABLE ATTRIBUTES :
Successful candidates will possess a broad range of skills including:
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
Full Time
$70k-95k (estimate)
06/27/2024
07/13/2024
ceopitcairnproperties.com
Jenkintown, PA
<25
Securities