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Wealth Planning Client Services Analyst

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 45000 - 83000 USD Yearly USD 45000.00 83000.00 YEAR
Job Description & How to Apply Below
Hispanic Alliance for Career Enhancement is seeking an experienced individual to provide support in financial planning and client relationship management in West Palm Beach, Florida. The role requires 3-5 years of relevant experience and a post-secondary degree. Key responsibilities include assisting in the preparation of business proposals, identifying prospective clients, and managing client interactions. The position offers a competitive salary ranging from $45,000 to $83,000 and a comprehensive benefits package.
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