Landmark Wealth Group is seeking a motivated and organized Financial Planning Analyst to join our team in Oakbrook, IL or Highland Park, IL. In this role, you will play a vital role in supporting our Wealth Advisors in delivering exceptional financial planning and wealth management services to our valued clients.

Responsibilities:

Provide support to Wealth Advisors, ensuring an exceptional client experience . Assist with client onboarding, account maintenance, and data management. Prepare financial reports, presentations, and other client deliverables. Manage client communication, responding to inquiries, and following up on requests. Conduct research and analysis to support the development and implementation of financial plans. Stay up-to-date on industry trends and regulations. Contribute to the continuous improvement of our wealth management processes.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field (or equivalent experience). 1-2 years of experience in a financial services or wealth management role (preferred). Strong analytical and problem-solving skills. Excellent attention to detail and accuracy. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with CRM (Customer Relationship Management) software a plus. Exceptional communication, interpersonal, and organizational skills. Ability to work independently and as part of a team in a fast-paced environment. Strong work ethic and a commitment to providing exceptional client service. Series 7 or 63 licenses a plus (willingness to obtain a license is a consideration).

Benefits:

Competitive salary and benefits package. Opportunity to learn and grow in a dynamic and supportive environment. Be part of a team dedicated to helping clients achieve their financial goals. Why Landmark Wealth Management Group? At Landmark Wealth Group, we are passionate about helping our clients achieve financial security and peace of mind. We offer a collaborative work environment with opportunities for professional development. If you are a highly motivated individual with a strong desire to build a successful career in wealth management, we encourage you to apply!

Job Type:

Full-time Pay:

$60,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan

Physical Setting:

Office Experience:

Financial planning: 1 year (Preferred)

License/Certification:

FINRA License (Preferred)

Work Location:

In person