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 <...