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Associate Financial Planner Jobs in Illinois (NOW HIRING)

Wealth Enhancement Group

Associate Financial Advisor

Itasca, IL

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We continually seek to perfect our craft of personalized financial planning with our team-based ... We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as ...

Wealth Enhancement Group

Associate Financial Advisor

Itasca, IL · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We continually seek to perfect our craft of personalized financial planning with our team-based ... We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as ...

Avant LLC

Associate, Financial Planning & Analysis

Chicago, IL · On-site

$70K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Join our team as an FP&A Associate and make a real impact from day one. In this role, your analytical expertise will drive the strategic direction of the business, streamline planning and reporting ...

Avant

Associate, Financial Planning & Analysis

Chicago, IL · On-site

$70K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Join our team as an FP&A Associate and make a real impact from day one. In this role, your analytical expertise will drive the strategic direction of the business, streamline planning and reporting ...

JLL

Senior Associate, Financial Reporting

Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior Associate Financial Reporting - JLL Location: Chicago, IL (Hybrid) What this job involves ... Knowledge of enterprise financial systems (Oracle, SAP, or similar ERP platforms) and financial ...

Blue Trust Inc

Associate Advisor

Deerfield, IL

$85K - $120K/yr

  • Retirement

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Illinois

Associate Financial Planner information

See Illinois salary details

$44.1K

$81.3K

$109K

How much do associate financial planner jobs pay per year?

As of Aug 14, 2026, the average yearly pay for associate financial planner in Illinois is $81,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $96,900.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Illinois?

The most popular types of Financial Planner jobs in Illinois are:

What are popular job titles related to Associate Financial Planner jobs in Illinois?

For Associate Financial Planner jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Illinois look for?

The top searched job categories for Associate Financial Planner jobs in Illinois are:

What cities in Illinois are hiring for Associate Financial Planner jobs?

Cities in Illinois with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in IL?

For Associate Financial Planner jobs in IL, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $81,306 per year, or $39.1 per hour.

Associate Financial Advisor

Berger Financial Group

Springfield, IL • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 9 days ago

Job description

Description:
This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.
Why work here?
  • Competitive pay
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • Medical, Dental & Vision Plans
  • Health Savings Accounts & Flex Spending Accounts
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:
  • Monday - Friday
  • Hybrid; 4 days ITO, 1 day WFH

Responsibilities:
  • Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
  • Manage the planning process
  • Transition into lead advisor for certain clients when development has reached appropriate level
  • Participate in and conduct client reviews and prepare plan revisions
  • Follow up on client issues and communicate on a timely basis
  • Place trades in client accounts according to BFG models on a timely basis
  • Manage processes through Salesforce
  • Serve as back up to other team members as needed
  • Learn and utilize all firm programs

Requirements:
  • 2-3 years of financial services industry experience, preferably with some involvement in a similar role
  • Series 65 License or CFP required
  • Ability to effectively present information and respond to questions from other staff, clients, and the general public
  • Excellent computer skills with advanced knowledge of the Microsoft Office Suite
  • Experience with Salesforce and eMoney is a plus
  • Ability to seek out solutions and solve problems
  • Highly organized with a strong attention to detail and accuracy

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:
• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation
We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.
The pay range for this role is:
80,000 - 100,000 USD per year (Springfield, IL)
80,000 - 100,000 USD per year (Burlington, VT)

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