Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Financial Planning Analyst role supports a wealth management advisor by creating financial plans and contributing to client portfolio analysis in a Chicago-based practice.
Responsibilities and impact
The analyst will create financial plans, draft meeting agendas and recommendations, prepare planning materials, conduct asset allocation and portfolio audits, and coordinate with the operations team.
Compensation and benefits
The position offers a salary range of $65,000 to $80,000 with a hybrid work schedule of three days in-office and two days remote after training.
Experience and skills
Candidates must have a Bachelor's degree, high attention to detail, a Series 6 or 7 license, and be pursuing a CFP designation.
Work environment and culture
The role is based in downtown Chicago with a hybrid work environment post-training.
Company information
Lead Advisor is a wealth management consulting and search firm representing a client who is a wealth management advisor affiliated with an award-winning ensemble.
Job location and travel
The job is located in downtown Chicago with a hybrid schedule of three days onsite and two days remote after onboarding.
Company overview
Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.
How to land this job
Tailor your resume to emphasize your experience in financial planning, particularly your ability to create detailed financial plans and prepare supporting research materials, aligning with Lead Advisor's focus on comprehensive client service.
Highlight your proficiency with asset allocation analysis and portfolio audit reviews, showcasing analytical skills and attention to detail that are critical for this Financial Planning Analyst role.
Apply through multiple channels including Lead Advisor's corporate careers page and LinkedIn to maximize your application visibility and increase your chances of being noticed by recruiters.
Connect with current employees or advisors in the wealth management division at Lead Advisor on LinkedIn; start conversations by commenting on recent company news, asking about their experience working with financial planning teams, or expressing genuine interest in their client service approach.
Optimize your resume for ATS by incorporating keywords such as 'financial plans,' 'asset allocation,' 'portfolio audit,' 'Series 6 or 7 License,' and 'CFP designation pursuit' to ensure your resume passes initial automated screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and refining your financial planning expertise.
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