Global Client Group Analyst - Advisor Relations

A leading financial services firm in Santa Monica is seeking a professional to support Regional Directors working with fee-only financial advisors. The role involves developing complex portfolio analyses, delivering educational webinars, and assisting in marketing material development. Strong analytical and communication skills are essential, along with a Bachelor's degree and 2-4 years of relevant financial services experience. Strong computer skills in Excel and Access are necessary, and intention to pursue investment-related education is preferred. #J-18808-Ljbffr