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Wealth Strategy & Planning Analyst

Job in South Naperville Area, Will County, Illinois, 60564, USA
Listing for: Calamos Investments
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
  • Business
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

Calamos Wealth Management seeks a motivated Analyst to support the Wealth Planning practice and broader strategy. You will handle data management, reporting, and client-ready materials while collaborating with senior leaders to optimize processes and efficiency.

You'll work with eMoney planning tools, manage data quality, and contribute to analytics that inform advisory services and growth initiatives.

Join us at Calamos Investments as our next Wealth Strategy & Planning Analyst in Naperville, IL, United States.

This role, Wealth Strategy & Planning Analyst at Calamos Investments, could be your next opportunity.

Are you ready to take on the Wealth Strategy & Planning Analyst role at Calamos Investments?

We would love to welcome a new Wealth Strategy & Planning Analyst to our team in Naperville, IL, United States.

For the Wealth Strategy & Planning Analyst position at Calamos Investments, we are reviewing applications now.

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