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Financial Advisor

Chicago, IL 60606

Posted: 01/23/2023 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. Caren has over 20 years’ experience in advertising, public relations and customer care.

A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.

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