About this role
Wealth Analyst at Laird Norton Wetherby. Location: San Francisco, California, United States. Role: Manage relationships, Coordinate meetings, Oversee portfolios Requirements: Bachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial software Certifications: cfp, cpa, cfa Commitment: Full Time Workplace: Hybrid Languages: English