Rothschild Wealth Partners · 2 weeks ago
Financial Planning Analyst
Oak Brook, IL
Full-time
Onsite
Entry, Mid Level
$90K/yr - $120K/yr
2+ years expRothschild Wealth Partners is a full-spectrum boutique firm with over $7 billion in assets under management, established in 1908. They are seeking a Financial Planning Analyst to deliver tailored financial solutions and engage directly with high-net-worth clients, collaborating with senior wealth advisors.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Work with the client design team to lead and enhance the “Rothschild Way” client experience, including onboarding, meeting preparation, post-meeting deliverables, and special client requests
Act as a resource for Rothschild team members seeking guidance on comprehensive wealth planning matters, including estate and wealth transfer planning, investment portfolio structure, money movement and titling, and various trust structures
Contribute to weekly team meetings and report on ongoing tasks. The ideal candidate will bring the technical expertise needed to partner closely with senior advisors on complex client matters
Review and refine marketing materials and client communications to ensure clarity, accuracy, and visual appeal
Oversee key annual planning initiatives, including required minimum distribution (RMD) compliance, gifting, and tax loss harvesting
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Financial Planning, or a related field
A minimum of 2–4 years of experience in the financial planning field
Relevant licenses, such as Series 7, 63, 24, and 65/66, with a clean regulatory history
Proven experience working with high-net-worth clients across a wide range of financial topics
Advanced knowledge in financial planning, including investment management, tax strategies, estate planning, and insurance solutions
Strong proficiency in Microsoft Excel, with the ability to use the software quickly and effectively in a meeting preparation environment
Exceptional organizational skills and strong attention to detail, with excellent verbal and written communication abilities
Preferred
CFP or CFA designation is highly desired
Benefits
Comprehensive suite of benefit offerings to support the health, well-being, and financial health of our employees and their families
Robust benefits package underscores our commitment to our people, our most important asset
Company
Rothschild Wealth Partners
Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase