×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Financial Analyst Financial Advisor

Financial Planning Associate CFP Pathway & Client Strategy

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: The Mather Group, LLC
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below
A financial planning firm is seeking a detail-oriented Financial Planning Associate in Chicago to support its wealth management team. The candidate should excel in analytical skills, effective communication, and client-focused planning. Responsibilities include supporting wealth advisors in creating financial plans, entering client information into systems like Salesforce, and assisting in client presentations. A Bachelor's degree in Financial Planning or a related field along with relevant internship experience is required, as well as a desire to pursue the Certified Financial Planner (CFP®) designation.

Competitive salary from $70,000 to $85,000 plus bonus opportunity.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search