Wealth Management Analyst — Client Portfolio
Job in
Arlington, Arlington County, Virginia, 22201, USA
Listed on 2026-03-01
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Banking & Finance -
Business
Financial Analyst, Banking & Finance
Job Description & How to Apply Below
A leading financial advisory firm located in Virginia is seeking a motivated Wealth Management Analyst to support portfolio management and financial planning. This role involves preparing for client meetings, communicating with clients, and tracking financial activities. Candidates should possess a Bachelor's degree with a focus in business or finance, have client service experience, and strong interpersonal skills. Ideal for someone looking to grow in a high-paced environment with high attention to detail.
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