Job Description
Archer Private Wealth is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients. Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision and a human approach to design customized wealth strategies. Our values:
leadership ,
transparency ,
excellence
and
partnership . If you share these values and want to make a real difference, we'd love to meet you! Reporting to an Advisor Manager, the Financial Analyst plays a strategic role in providing analytical and operational support. This role is a gateway to the position of assistant wealth management advisor. Main responsibilities
Prepare financial analyses, projections and presentation tools for customer meetings Assist advisors in implementing financial strategies and ensure rigorous follow-...
leadership ,
transparency ,
excellence
and
partnership . If you share these values and want to make a real difference, we'd love to meet you! Reporting to an Advisor Manager, the Financial Analyst plays a strategic role in providing analytical and operational support. This role is a gateway to the position of assistant wealth management advisor. Main responsibilities
Prepare financial analyses, projections and presentation tools for customer meetings Assist advisors in implementing financial strategies and ensure rigorous follow-...