About this role
Wealth Analyst at Ci. Location: San Francisco or Salt Lake City. Role: increasing planning, preparing plans, meeting clients Requirements: Basic financial planning knowledge; experience with Salesforce and planning software; 0-3 years; bachelor's degree; pursuing CFP; strong communication and confidentiality. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Office, Planning Software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English