Financial Planning Analyst
Listing sourced from adzuna on 10/27/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Fi…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in Houston the median is $104,885 (+5% vs national).
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