About this role
Wealth Analyst at Ci. Location: Denver, Colorado, United States. Role: researching data, supporting clients, building relationships Requirements: Bachelor's degree in a related field, basic knowledge of financial planning and investments, 0-3 years' experience, strong communication and attention to detail, custodian interaction experience, working toward CFP credentials, proficiency with Salesforce, DocuSign and Microsoft Suite. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English