Investment Analyst - Lancaster, PA
2 weeks ago

Job summary
The Wealth Analyst role consists of a two-year development program with primary responsibility in delivering investment management and financial planning services to our clients.This includes opportunities to work closely with each team in wealth management – Investments, Planning, Advisory and Operations. The successful team member will participate in extensive research, analysis and reporting to support the team in making accurate and reliable investment and financial planning recommendations.
Qualifications
- Bachelor's degree in Finance, Accounting Economics Business Management related field
- Actively pursuing license registration FINRA Series 65 CFA CFP
- 1+ year experience working investment data business analysis
- Excellent knowledge Microsoft Office Suite Word Excel PowerPoint Outlook
Job description
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