About this role
Wealth Analyst at Ci. Location: Columbus, Ohio, United States. Role: Analyze data, Prepare plans, Collaborate team Requirements: 3-5 years wealth management experience; bachelor's in financial planning/finance/business; CFP preferred; strong tax, investments and estate planning knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, CRM Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English