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Senior Financial Planning Associate — Client & Portfolio
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2025-12-07
Listing for:
NFP
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services company in Deerfield, Illinois is seeking a Senior Associate to support Advisors in asset management and financial planning. This role involves data gathering, case design, and client interaction. The ideal candidate will have a four-year degree and at least five years of experience in the financial services sector. Competitive salary range is offered, alongside PTO, and health & wellness programs.
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Position Requirements
10+ Years
work experience
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