Client Financial Analyst
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![]() United States, Wisconsin, Plymouth | |
![]() 1 Persnickety Place (Show on map) | |
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The Client Financial Analyst position provides support for the three professionals of the Family Office (the "Office"). This position reports to the Certified Financial Planner with a dotted line to the Executive Director of the Office.
Your Story.
What You Do.
An ideal candidate will:
Your Education and Experience.
Our Story. To learn more about our culture and values, please visit our website at https://careers.sargento.com/us/en. #LI-MR1 Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. |