What are the responsibilities and job description for the Financial Services Professional position at The Military Veteran?
The Opportunity : Financial Services Professional - Analyst
Location : Wilmington, DE
Company Overview : TheMilVet is partnered with a Veteran-founded independent fiduciary and private wealth management company that coordinates family-office services and the full-range of investment strategies for individuals, families, and small business owners. Our client builds customized financial plans and optimizes public and private investment allocations for their clients.
Position Details : The Financial Services Professional will start the role doing the following :
- Design financial plans
- Analyze portfolio allocations
- Build decks for client meetings
- Operational tasks
Compensation : $70k - $100k
Your Professional Qualifications :
Salary : $70,000 - $100,000
