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Financial Analyst

Wealth Management Investment Associate

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Jobs via eFinancialCareers
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Naples, Florida seeks an Investment Associate to support Portfolio Advisors in delivering exceptional client service. This role requires attention to detail and proficiency in Microsoft Excel for creating reports and analyzing information. Candidates should have strong communication and analytical skills, and coursework toward a CFA or CFP designation is preferred. Join us and be part of an inclusive and collaborative work culture where your achievements matter.
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Position Requirements
10+ Years work experience
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