PARAPLANNER/ANALYST
- Employer
- Financial Investments Corporation
- Location
- Chicago, Illinois
- Salary
- Based on experience
- Closing date
- Jun 11, 2022
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- Job Role
- Analyst
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Not necessary
Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago. FIC is looking to add a paraplanner/analyst to the client service team. The individual hired will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities for G1, G2, and G3 members of three family lines (currently serving 25 separate family units and growing). The individual will work closely with the five-person family office team as well as external contacts at various banks and will gain valuable experience for developing a financial planning career.
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