Evangelista & Associates is a boutique Wealth Management and Financial Advising Services firm located in Ann Arbor, MI. Our firm has a fun and fast-paced environment. The firm is deeply committed to each team member's goals and career aspirations. Join our Team!
This position directly supports financial advisers and wealth managers in serving existing and prospective clients. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must be able to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured, and have a high degree of follow-through.
From an Analyzing Perspective, you will:
Operationally, you will:
Skills and requirements:
Qualified Candidates Only: Please send your Resume and Cover letter to: email@example.com
Administratively, you will: