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
- Senior Financial Planner identifying and providing complex financial solutions for clients at BDO. Collaborating with professionals to assist clients in achieving their financial goals while managing various financial planning tasks.
Responsibilities
- Identify complex financial planning needs and solutions for clients
- Develop recommendations to assist clients in achieving their financial goals
- Execute the financial planning cycle and manage client delivery process
- Liaise with investment dealers, accountants, lawyers, and insurance professionals
Requirements
- CFP designation
- CPA designation
- 5-7 years of experience in wealth/financial planning industry
- Strong analytical and problem-solving skills
- Proficient with MS Office programs (especially Word and Excel)
- Experience utilizing planning software
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Support for local and national events
- Wellness initiatives reimbursement
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