Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
About the role
- Financial Planner handling client wealth management and financial planning needs. Process data and provide advice for investments, taxes, and retirement planning in a people-first firm.
Responsibilities
- Process client data and complete data entry in financial planning software
- Identify financial planning needs and solutions for clients
- Serve as a resource for clients regarding financial planning, investments, and more
- Develop recommendations and identify opportunities to assist clients
- Conduct other financial planning tasks such as meeting preparation and account tracking
Requirements
- Be pursuant or have completed the Certified Financial Planner (CFP) designation
- 3+ years’ experience in the wealth/financial planning industry
- Experience utilizing planning software
- Proficient with the Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Ability to work well independently with minimal supervision
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Reimbursement for wellness initiatives
- Opportunities for learning and development
- Involvement in community charity initiatives
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