Wealth Mangement Analyst
 Confidential | |
 United States, California, Irvine | |
 Sep 22, 2025 | |
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Wealth Management Analyst (Irvine, CA) Perform fin'l analysis to help clients build wealth. Master's deg in Applied Economics, Math, Finance, Bus. Admin, or rltd. Strong ability to analyze mkt data & portfolio performance. Effective written & oral communication skills. Strong understanding of applicable compliance rules, regs & firm policies. Proficiency in computer skills, incl Microsoft office. Apply to American Fundstars Financial Group LLC, 1 Park Plaza, Ste 210, Irvine, CA 92614 | |