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Wealth Strategy Analyst - Client Services & Analytics
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-08-05
Listing for:
PowerToFly
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Power To Fly is actively seeking a Consulting Group Analyst in Westlake Village, California. The ideal candidate will provide exceptional service to clients and support Financial Advisors with digital marketing, financial planning, and reporting. Candidates should have 5+ years of relevant experience and hold active Series 7 and Series 66 (or equivalents) licenses.
This role also includes executing marketing strategies and preparing client reports. The expected base salary ranges from $68,000 to $120,000 annually, depending on experience.
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