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Wealth Planning Analyst High-Net-Worth Clients
Job in
Oak Brook, DuPage County, Illinois, 60523, USA
Listed on 2026-01-22
Listing for:
Rothschild Wealth Partners
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A renowned wealth management firm in Oak Brook, Illinois, is seeking a Financial Planning Analyst. In this full-time role, you will engage directly with high-net-worth clients and work closely with senior advisors to provide tailored financial solutions. The ideal candidate has 2-4 years of experience in financial planning, relevant licenses, and a strong proficiency in Excel, along with excellent communication and organizational skills.
This position offers a competitive salary of $90, and an extensive benefits package.
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