Private Wealth Management Analyst - (US-DC-Washington - 56972)

Minimum Education: None
Job Type: Full Time
Jobcode: N/A
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Responsibilities: Integrated team analysts work with our bankers, investment specialists, fiduciary advisors and wealth planning experts to bring in new clients and to serve existing clients by creating customized financial strategies. As analysts, you will become knowledgeable about asset allocation, wealth projection, trust and stock option models, underwriting tools and pricing models, and become comfortable speaking to clients about our entire range of financial solutions. Integrated team analysts support teams in various locations throughout the U.S. (including NY, Chicago, Texas, Arizona, Michigan and/or Indiana). As your experience increases, there may be a need to relocate analysts outside of the initial hiring locations. Flexibility regarding location is a requirement. .

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