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Financial Advisor

Chicago, IL 60606

Posted: 12/01/2022 Employment Type: Direct Hire Industry: Financial Services Job Number: 15933 Field of Expertise: Accounting & Finance

Job Description

Our client, a wealth advisory firm, is seeking a Financial Analyst for a direct hire role in Chicago, IL. This position is hybrid.

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
  • Beginning to lead one-time projects and presentations
  • No sales or business development required

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.

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 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, collaboratively, and with humor 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)

Meet Your Recruiter

Caren Cohen
Recruiting Consultant

Caren joined Corps Team in 2021 as a sourcing recruiter.  Caren has a background in advertising, public relations and running a yoga business. She has a degree from the University of Georgia and is thrilled to be connecting amazing candidates with amazing companies. She is excited to be joining Corps Team.

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