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Private Wealth Planning Analyst
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-06-29
Listing for:
Valid8 Financial, Inc.
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant -
Business
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Valid8 Financial, Inc. is seeking an Analyst for its Wealth Management Group. The role involves supporting senior professionals in wealth planning and providing analytical insights for private clients. Ideal candidates will have a Bachelor's degree and 1-2 years of relevant experience.
You will gain expertise in areas such as asset allocation, taxes, and estate planning. The company offers competitive salary, health care options, and a 401(k) plan from day one.
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