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Financial Planning Analyst
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Full-time
- myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets.
- Our Wealth Management and Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients.
- Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Preparation and/or review of select client income tax returns (Forms 1040, etc).
- Completed or pursuing CFP®, CFA or similar designation
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