Client Financial Analyst
Gallagher · Rolling Meadows, Illinois, United States
Insurance · 5,001-10,000 employees
About the role
The Client Financial Analyst performs financial analysis for clients and provides consultation based on analytical findings. They work on projects and assignments while supporting account managers and executives with direct customer contact.
What they look for
Requirements
Candidates must have a bachelor's degree and at least 2 years of related experience. Proficiency in Microsoft Office applications is required, with preference given to those with financial planning experience and Series 7 and 66 licenses.
Benefits
Full description
Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
How you'll make an impact
We are looking for a Client Financial Analyst/Paraplanner to join our Gallagher Benefit Services Financial Planning team!
This role:
- Performs financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
- Typically supports other Account Managers, Account Executives, Producers and acts under their direction.
- Has direct customer contact.
- Works on projects, analyses, and/or assignments.
- Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments.
- Responsible for conducting and documenting routine to moderate financial analysis projects for clients.
About You
Required:
- Bachelor's degree and 2 years related experience required.
- Strong PC and Microsoft application skills, including Word and Excel.
Preferred:
- 2 years experience in investing or financial planning.
- Experience using eMoney or other financial planning software.
- Series 7 and 66 licenses preferred.
Behaviors:
- Excellent spoken and written communication skills.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
