16 wealth management analyst jobs at 8 companies in Berkeley, IL
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Wealth Analyst
Chicago, Illinois, United States
$75k-$100k/yr HybridFull Time
3+ YOE3+ 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.
eMoney, CRM
2w
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Senior Wealth Analyst
Chicago, Illinois, United States
$75k-$100k/yr HybridFull Time
3+ YOE3-5 years wealth management experience, bachelor’s degree required, CFP preferred, strong tax/investment/estate planning knowledge, investment research and presentation skills, eMoney proficiency.
eMoney
2w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
San Francisco or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organization skills, and SIE, Series 7, and Series 63 licenses within three months.
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Recruitment Sourcing/Research Analyst - Asset & Wealth Management
Plano or Chicago or New York
$51k-$92k/yr OnsiteFull Time
1+ YOE1+ year full lifecycle recruiting experience in corporate or agency environments; strong sourcing, interviewing, project management, and relationship-building skills; comfortable with confidential information and virtual candidate engagement.
Zoom
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Retirement & Wealth - Sr. Business Analyst (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$91k-$124k/yr RemoteFull Time
7+ YOE7+ years in fintech or health, bachelor’s degree required (MBA preferred), Six Sigma preferred, strong analytical skills, Agile/product experience, Excel/SQL/Tableau proficiency, excellent communication.
Microsoft Excel, SQL, Tableau, Visio, Lucidchart, Miro, Figma, Electronic Medical Records (EMR)
2d
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Asset & Wealth Management, Public, Finance Analyst - Wheaton, IL
Chicago or Wheaton
$70k-$100k/yr OnsiteFull Time
3+ YOEBachelor's degree in Accounting, Finance, or related field; 3+ years accounting experience; GAAP and financial reporting knowledge; advanced Microsoft Excel and accounting systems proficiency; CPA preferred.
Microsoft Excel, GAAP
2d
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2027 | Americas | Chicago Metro Area | Wealth Management, Financial Planning | Summer Analyst
Chicago, Illinois, United States
$65k-$100k/yr OnsiteInternship
Students pursuing a bachelor's or graduate degree; applicants participate in a nine- to ten-week summer internship with training and real business responsibilities.
2mo
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2027 | Americas | Chicago Metro Area | Wealth Management, Financial Planning | Summer Analyst
Chicago, Illinois, United States
OnsiteInternship
Pursuing a bachelor's or graduate degree; internship program with immersive training and real responsibilities.
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Client Service Analyst
Chicago, Illinois, United States
$45k-$83k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, post-secondary degree preferred, knowledge of financial planning/wealth management, strong communication, collaboration, analytical and influence skills.
4w
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Client Service Analyst
Hinsdale, Illinois, United States
$45k-$83k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, collaboration, analytical and influence skills.
2w
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Salesforce Business Analyst
Chicago or Naperville
$80k-$153k/yr HybridFull Time
Hands-on experience with Salesforce Financial Services Cloud, wealth management domain knowledge, Salesforce data modeling, Flow, Lightning, integrations, strong communication; able to be onsite in Naperville 2–3 days/week.
Salesforce Financial Services Cloud, Flow, Lightning App Builder, Service Cloud
2mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
1mo
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Financial Planning Analyst/Financial Planning Associate
Vernon Hills, Illinois, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills.
Microsoft Office
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