What are the responsibilities and job description for the Financial Planning Analyst position at Lead Advisor?
Lead Advisor is a wealth management consulting and search firm. This role is for a client, an wealth and planning practice in Chicago.
Financial Planning Analy
st
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 practi
ce.
Core Functions but not limite
- d to:
Create financial - plansCreate meeting agendas and “draft recommendations” (To be finalized by client facing ad
- visor)Prepare additional planning materials and re
- searchBuild asset allocation analysis and portfolio audit reviews of prospect and client port
- foliosCoordination and communication with operation
s team
Requir
- ements:Bachelors
- DegreeHigh Attention to
- DetailSeries 6 or 7
- LicensePursuing CFP desi
gnation
This role is in downtown Chicago, 3 days in 2 days remote after training and onb
oarding.
$65,000
Salary : $65,000 - $75,000