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 at T. Rowe Price developing personalized financial plans for clients. Collaborating with advisors on various financial planning topics in a hybrid work environment.
Responsibilities
- Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
- Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
- Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
- Continually support the Advisors and other associates with investment and financial planning related training and coaching
- Help clients facing associates better navigate client conversations about various complex financial planning topics
- Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
- Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- CFP designation – Must be current and active to be considered for this role
- FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
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