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Wealth Analyst: CFP Path
Job in
Manhattan Beach, Los Angeles County, California, 90266, USA
Listed on 2026-01-16
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial advisory firm in Manhattan Beach is seeking a Private Wealth Analyst. This entry-level role provides an opportunity to earn the CFP® and offers a base salary of $70,000 – $73,000. Responsibilities include passing various financial exams, managing client information, and supporting advisors. The ideal candidate will have a college degree, strong communication skills, and a detail-oriented mindset.
Join a collaborative team focused on holistic financial planning and wealth management.
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