Wealth Management Analyst

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.