Senior Private Wealth Analyst & Planning Lead
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-07-09
Listing for:
City National Bank
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below
City National Bank is seeking a Private Wealth Analyst to support client teams by delivering investment analysis and financial planning materials specifically for high-net-worth clients. The role requires collaboration with financial planning teams and leading efforts in delivering investment policy statements.
Required qualifications include three years of experience in investments or financial services, proficiency in Excel and PowerPoint, and relevant licenses. The position offers comprehensive benefits and significant growth opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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