Job Description

Wealth Management Analyst - Entry-Level
Location: Deerfield, IL

Comp: $52-60K/



We’re partnering with a well-established financial services firm seeking an Entry-Level Wealth Management Analyst to support a busy advisor and client service team. This role is a strong fit for someone who is organized, service-oriented, and comfortable managing multiple workstreams in a professional, fast-paced setting. It offers solid exposure to wealth management operations and client support functions.



What You’ll Be Doing

In this role, you’ll help keep client accounts and service activities running smoothly from start to finish. Responsibilities include:

  • Supporting new client onboarding, data updates, and client agreements.
  • Coordinating and scheduling meetings between advisors and clients.
  • Preparing and tracking investment account paperwork through funding.
  • Assisting wi...

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