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Financial Planning Analyst — Elevate Client
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-06-03
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
711 MS Smith Barney, LLC is seeking a Financial Planning Analyst in Deerfield, Illinois, to provide exceptional service to clients and support Financial Advisors. This role involves cultivating relationships, enhancing client experiences, and utilizing financial planning tools.
The ideal candidate will have over 5 years of relevant work experience, actively hold Series 7 and 66 licenses, and possess a 4-year degree or equivalent. Benefits include medical, dental, vision, and a competitive salary range of $68,000–$120,000.
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