Wealth Management AnalystCorps Team • Chicago, IL, US
Wealth Management Analyst
Corps Team • Chicago, IL, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.permanent]
[job_card.job_description]Strong analytical skills, interest, and aptitude Attention to detail resulting in executing work with consistency and accuracy Experience with Excel An understanding of personal finance, accounting, and economics Exceptional communication, organizational, and problem-solving skills The capacity to prioritize workflow and manage deadlines The ability to work efficiently, compassionately, and collaboratively in a team-based setting A Bachelor's degree from a competitive university Two to three years of post-undergraduate professional experience Specific financial planning experience (strongly preferred)
Wealth Advisory Firm Analyst Position
Our client, a wealth advisory firm, is seeking an Analyst for a direct hire role located in the Franklin Center, Chicago, IL. This position is hybrid and will require three days in office per week. A Series 65 license is expected to be earned within six months of start date. Analysts are encouraged to pursue the CERTIFIED FINANCIAL PLANNER (CFP) designation to propel their advancement as a professional financial advisor.
Day-to-day, this position entails :
- Assembling, analyzing, and synthesizing customized client meeting materials
- A broad scope of analysis (investments, estate planning, tax strategy, cash flow forecasting, retirement planning, charitable giving, etc.)
- Modest client contact
- Preparing investment-related paperwork
- Participating in various internal working groups
- Participating in various projects and presentations
- No sales or business development required
To be successful in this position, you should demonstrate :
Base Salary $60,000-$65,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.
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