Job Openings

TOA Analyst- Waltham

Job ID: BH390132

Category: Recent Graduate, Accounting and Finance

Specialty: Accounting & Finance

Transfer of Assets Analyst- Waltham


Must have:

Excellent verbal and written communication skills, as well as listening skills

Proficient with Microsoft Word and Excel

Degree and some professional experience preferred (internship OK)

Nice to have:

Experience working with financial advisors or in an advisory firm a plus

FINRA Series 7 registration a plus



The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Waltham, Massachusetts