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Financial Consultant Financial Analyst

Wealth Advisory Investment Analyst

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Cresset
Full Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment.

This role offers an opportunity for growth under experienced mentorship.
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