All Services Business & Finance Financial Planning $5/hr · Starting at $40 Experienced with Merrill Lynch as a Financial Planning Analyst. Supported the investment banking and private banking sales. Assessing client financial status, monitoring, developing financial goals. About $5/hr · Ongoing Download Resume Experienced with Merrill Lynch as a Financial Planning Analyst. Supported the investment banking and private banking sales. Assessing client financial status, monitoring, developing financial goals. Skills & Expertise AccountingAnalysisBookkeepingConsultingData AnalysisData EntryExcelFinancial Planning 0 Reviews This Freelancer has not received any feedback. Browse Similar Freelance Experts Financial PlanningTax ServicesData Entry ExpertsAccountantsProcess DesignersData AnalystsBookkeepers