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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
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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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