ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Alsip, IL (NOW HIRING)

Avant

Associate, Financial Planning & Analysis

Chicago, IL · On-site

$70K - $105K/yr

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 ...

Wiz, Inc.

GTM FP&A Associate

Chicago, IL · On-site

$140K - $159K/yr

As a GTM FP&A Associate, you will be responsible for assisting the team in analyzing financial data, preparing reports, and providing insights to support decision-making processes. You will work ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Alsip, IL

Associate Financial Planner information

See Alsip, IL salary details

$46.3K

$85.4K

$114.5K

How much do associate financial planner jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial planner in Alsip, IL is $85,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $101,800.00 per year, depending on experience, location, and employer.

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.

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.

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.

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 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.

More about Associate Financial Planner jobs

What job categories do people searching Associate Financial Planner jobs in Alsip, IL look for?

The top searched job categories for Associate Financial Planner jobs in Alsip, IL are:

What cities near Alsip, IL are hiring for Associate Financial Planner jobs?

Cities near Alsip, IL with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Alsip, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $85,414 per year, or $41.1 per hour.

CWM, Ayco Personal Financial Management - Financial Planner, Associate

Vctavern

Chicago, IL • On-site

$70 - $90/hr

Other

Posted 4 days ago

Job description

ABOUT THIS JOB

Proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals.

Our Impact IMPACT AND RESPONSIBILITIES

Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities
  • Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
  • Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
  • Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice
  • Prepare income and gift tax returns for clients
  • Assist in financial planning projects and analysis
Basic Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Bachelor’s degree required
  • NASD Series 7 and Series 66 preferred; required within 1 year of hire
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
  • Strong organizational and multitasking skills
  • Excellent written and verbal communication skills
  • Ability to maintain a high level of confidentiality
  • Enthusiastic and positive approach to problem-solving and client service
  • Proven track record with cross-training, task-sharing and mutually supportive teamwork
  • Must be able to be innovative, pro-actively manage time and follow through to complete tasks
#J-18808-Ljbffr

Apply