Financial Planning Analyst
Our client, a wealth management advisor and CFP affiliated with an award winning ensemble, in Chicago, is hiring a Financial Planning Analyst. The role is focused on creating all financial plans for the practice.
Core Functions but not limited to:
- Create financial plans
- Create meeting agendas and “draft recommendations” (To be finalized by client facing advisor)
- Prepare additional planning materials and research
- Build asset allocation analysis and portfolio audit reviews of prospect and client portfolios
- Coordination and communication with operations team
Requirements:
- Bachelors Degree
- High Attention to Detail
- Series 6 or 7 License
- Pursuing CFP designation
This role is in downtown Chicago, 3 days in 2 days remote after training and onboarding.
$65,000- $80,000
