Wealth Strategy Planning Associate (Remote/Hybrid)

A prominent financial institution is seeking a Wealth Strategy Planning Associate to enhance financial planning efforts. This role involves collaborating closely with Wealth Strategists, conducting research on financial issues, and developing materials for stakeholder meetings. The ideal candidate will have a bachelor's degree and over three years of experience in financial planning. Strong communication and detail orientation are essential. This position offers an in-office work environment with flexible options for remote work. #J-18808-Ljbffr