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Financial Services Associate: Client Planning & Data

Job in Fort Wayne, Allen County, Indiana, 46804, USA
Listing for: STAR Educational Media Network, Inc.
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A financial advisory firm in Indiana is seeking a Financial Services Associate who values integrity and is eager to support client needs through effective communication and analysis. The role involves preparing meeting notes, researching client data, and utilizing financial tools to enhance efficiency. Candidates should ideally have experience in a financial setting, be organized, and possess strong computer skills. The position offers a pathway to advanced roles within the firm.
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Position Requirements
10+ Years work experience
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