Wealth Management Analyst

Wealth Management Analyst

Chicago, IL 60606 US

Posted : 11 / 20 / 2025 | Employment Type : Direct Hire | Remote Friendly : Hybrid Work Schedule

Job Description

Our client, a wealth advisory firm, is seeking an Analyst for a direct hire role located in the Franklin Center, 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 :

Base Salary $60,000-$65,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.

Meet Your Recruiter

Caren Cohen, Recruiting Consultant, joined Corps Team in 2021 with over 20 years of experience in advertising, public relations, and customer care.

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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