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For your reference, we have included the original job posting below.
Wealth Strategies Analyst
Job Number:
43882952
Company Name:
Premier Financial Services Company
Job Location:
Chicago, IL US
Job Category:
Accounting & Finance
Minimum Education:
4-Year College Degree
Wealth Strategies Analyst
Description: Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on sp...
