About this role
Private Wealth Analyst at City National Bank. Location: New York, New York, United States. Role: prepare analyses, support clients, collaborate with team Requirements: 3 years in investments/financial planning; 3 years in Excel/PowerPoint; FINRA Series 7 and 66 or ability to obtain; experience in a team; familiarity with Bloomberg, Morningstar Advisor, eMoney Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, PowerPoint, Bloomberg, Morningstar Advisor, eMoney Certifications: finra series 7, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English