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A leading financial planning firm is seeking an Investment Analyst in Chicago. This full-time role involves conducting research, managing investment strategies, and contributing to client financial plans within a collaborative team environment. Ideal candidates will have a Bachelor's degree and relevant work experience, passionate about enhancing clients' financial decisions through meticulous analysis and execution.
If these questions resonate with you, the Investment Analyst position with The Next Level Planning Group (TNLPG) could be the right fit for you. TNLPG’s purpose is to add meaningful value to people’s lives by helping them make and execute great financial decisions. This focus enables us to positively impact the lives of hundreds of clients across the United States. To that end, we are looking for an individual to join our team who is eager to continue learning the ins and outs of investment management and financial planning while making an impact in a growing firm by helping us meet the demand for our services.
The core purpose of this role is to drive consistent and accurate execution of the investment strategies supporting clients’ financial plans. The bullet points below describe the essence of the Investment Analyst role on a day-to-day basis. We are open to more qualified and experienced candidates. To learn more about the career path for this role, please see the “Career Progression” section below.
We currently envision the Investment Analyst role as the first step in a career path toward taking leadership responsibility for all aspects of the investment management process as outlined below. It could also be an entry point for someone who desires to be a client-facing advisor.
Stage 1: Foundational Execution – Drive consistent and accurate implementation of investment strategies to directly support client financial plans.
a. $60,000 to $80,000 base salary
b. 2 – 5 years of experience
c. CFA/CFP candidate
Stage 2: Strategic Influence – Leverage deep understanding to significantly influence the firm’s
investment strategy while continuing to drive its precise execution in client portfolios.
a. $80,000 to $120,000 base salary
b. 5 – 10 years of experience
c. CFA/CFP designation
Stage 3: Strategic Leadership – Lead and champion the firm’s investment strategy and its successful execution.
a. $120,000+ base salary
b. 10+ years of experience
c. CFA/CFP designation
Investment Analyst Qualifications
Successful Investment Analysts at TNLPG:
To learn more about TNLPG, visit our website.
To begin the process, please submit the following two items by email to TNLPGcareers@tnlpg.com :
The Next Level Planning Group is an equal opportunity employer firmly committed to non-discrimination.
Candidates may be required to pass a drug test and background check. Registered associates of The Next Level Planning Group are registered representatives of Osaic FA. Securities and investment advisory services offered through Osaic FA, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Osaic affiliates and other fine companies. The Next Level Planning Group is a marketing name for Registered Representatives of Osaic FA.
TNLPG is looking to add a highly values-driven individual with technical financial planning experience to our team.