The Position: We are looking for a financial analyst/associate to join our Chicago Team. The position responsibilities include:
demonstrating a high level of quality client service to prospects and clients with a keen awareness of their needs;
assembling, analyzing and developing written presentations aimed at assisting clients in making appropriate financial decisions;
managing data requests and performance reporting;
monitoring clients' financial situations with detail and accuracy;
drafting follow-up correspondence to client meetings, as applicable;
participating in BRF committee initiatives and special projects; and,
delivering data analysis from various financial industry software, including custodial platforms, CRM software, and portfolio management software.
The scope of this role is broad and includes: investments, estate planning, tax strategy, budgeting, retirement planning, charitable giving, etc. as we serve as the “chief financial officer” for our clients thereby responding to a wide range of client needs. Client contact will be modest, focusing on information gathering by telephone and email and joining client presentations primarily in Chicago. A Certified Financial Planner® (CFP) designation with 2-3 years of experience is expected.
Brownson, Rehmus & Foxworth, Inc. provides independent, comprehensive financial counseling and investment advice to wealthy families and individuals. Founded in 1969, the firm has over 70 professionals in San Francisco, Chicago, New York and Atlanta. We serve as the primary financial advisor for clients and oversee approximately $11 billion of assets under management.
Role: Financial Analyst
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