The Opportunity: Financial Services Professional - Analyst

Location: Wilmington, DE

Company Overview: TheMilVet is partnered with a Veteran-founded independent fiduciary and private wealth management company that coordinates family-office services and the full-range of investment strategies for individuals, families, and small business owners. Our client builds customized financial plans and optimizes public and private investment allocations for their clients.

Position Details: The Financial Services Professional will start the role doing the following:

• Design financial plans
• Analyze portfolio allocations
• Build decks for client meetings
• Operational tasks

Compensation: $70k - $100k

Your Professional Qualifications: 

• 2+ years post military experience in financial services