Our client, a wealth advisory firm, is seeking an Analyst for a direct hire role in 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: Strong analytical skills, interest, and aptitude
• Attention to detail resulting in executing work with consistency and accuracy
• Experience with Excel (experience with a CRM and/or performance reporting system is a plus)
• 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)

Base Salary $65,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.