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Posted: Saturday, December 16, 2017 12:02 AM

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Financial Planning Analyst

Navigate Private Wealth
Draper, UT 84020
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Job Description
Looking to add part-time Financial Planning Analyst to established Wealth Management team in Draper, UT.

20-30 hours per week. Hours flexible (will work around college schedules)

Responsibilities
Duties will include market research, financial plan data input, financial document creation, and some client interaction. Great internship-like scenario with opportunity to grow into additional role.

Qualifications
Experience with Microsoft Word, Excel and Powerpoint is required.

Good typing, communication, and teamwork skills important.
Additional Information

Send resume and letter of interest to Joanne at jlau@navpw.com

Specifications
Salary Range: N/A
Category: Accounting & Finance
Industry: Finance
Job Type: Part-time
Years of Experience: None

• Location: Draper, UT, Salt Lake City

• Post ID: 17112227 saltlakecity
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