Investment Associate

Posted: February 4, 2021
Location: Rosemont, IL
Position: Accounting & Finance
Position: Permanent
Salary: $60k-
$80k
Job Description

An industry leading financial services firm in downtown Chicago is seeking an experienced and highly detailed Investment Associate to join their team. The Investment Associate will provide support to multiple wealth management advisors including case preparation, and financial plan development. The salary for this role is $60-80k, commensurate with experience.

Responsibilities of the Investment Associate:

  • Assist with developing client financial plans; create and execute deliverables
  • Attend client meetings, and collaborate with advisors on various cases
  • Create, prepare, and distribute materials and presentations for meetings and case reviews
  • Analyze and assess financial statements, ensuring for accuracy
  • Review, manage, and maintain existing client plans
  • Additional tasks and projects as assigned
Job Requirements

Requirements of the Investment Associate:

  • Bachelor’s degree, preferably in a finance related field
  • 2+ years of experience within finance
  • Series 6 license required
  • Series 7, Life, Accident & Health Insurance licenses preferred
  • Strong attention to detail, critical thinking, and time management skills
  • Excellent verbal and written communication skills

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