About this role
Wealth Analyst at Ci. Location: Chicago, Illinois, United States. Role: collecting data, preparing plans, conducting research Requirements: 3+ years wealth management experience, bachelor’s in finance/financial planning/accounting/business, CFP preferred, strong tax/investment/estate knowledge, eMoney and CRM experience, strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, CRM Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English