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Associate Financial Advisor

Location : Chicago, IL
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :



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Required Qualifications :

Bachelor’s degree. 1-3 years of experience in financial planning, investment management, or related financial services experience. CFP® strongly preferred. Tax experience and/or related designations (CPA, PFS, EA) are a plus. Proficient in Excel. High level of accuracy and attention to detail. Excellent verbal and written communication skills.

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