About this role
Wealth Analyst at Ci. Location: Wayne, Pennsylvania, United States. Role: researching data, supporting teams, attending events Requirements: Basic financial planning and investment knowledge, Bachelor's degree required, working toward CFP, 0–3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, custodian interaction, strong communication and attention to detail. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English