Wealth Analyst

Rothschild Wealth Partners is seeking a detail-oriented, client-focused Wealth Analyst to directly support our advisors and their clients. In this role, you will help build client financial plans, develop and implement investment proposals, and serve as a direct point of contact for client service needs. You will play a critical role in delivering the clear, responsive service our clients expect. This role reports directly to the Director of Operations and is based out of our Oak Brook, IL office.

Essential Duties & Responsibilities

• Process and manage investment applications for clients, ensuring accuracy and adherence to industry compliance standards.
• Execute client investment account orders as directed by clients and advisors, while continuously identifying new investment opportunities.
• Develop lasting client relationships by providing exemplary service and upholding Rothschild's high standards of client care.
• Support client onboarding by ensuring all required documentation is completed and systems are updated accurately.
• Maintain detailed records of client interactions, transactions, and service requests within Salesforce.
• Collaborate with advisors to identify and implement solutions aligned with client investment needs and goals.
• Provide timely and accurate responses to client requests, fostering a high level of satisfaction and trust.

What You'll Bring

• Excellent communication skills with a demonstrated ability to build and maintain relationships with clients, team members, and stakeholders.
• Strong attention to detail with the ability to work efficiently in a fast-paced, client-focused environment.
• Desire to learn new skills and identify efficiencies in established processes.
• Experience using industry CRM platforms to track client interactions and financial planning software to model client plans.
• Proven ability to manage a high volume of concurrent tasks and client requests, prioritizing effectively to meet deadlines and service standards.

Bonus Qualifications

• Prior experience in wealth management or the broader financial services industry.
• Degree in Finance or a related field. (CFP curriculum preferred)
• Experience integrating artificial intelligence tools into professional work.
• SIE exam passed or in progress.

Rothschild Wealth Partners offers a competitive total rewards package designed to support your professional and personal well-being. The salary range for this position is $75,000 – $110,000, commensurate with experience, plus eligibility for an annual performance bonus.

Additional benefits include:

• Flexible time off
• Comprehensive, competitive benefits package
• Market holidays observed

Rothschild Wealth Partners is an equal opportunity employer. Final compensation will be determined based on the candidate's experience, qualifications, and skills.