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Associate Financial Planner Jobs in Champaign, IL

Busey

Financial Planning Specialist II

Urbana, IL

$64K - $80K/yr

Position Summary The Financial Planning Specialist II has the primary responsibility of gathering ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Busey Bank

Financial Planning Specialist II

Urbana, IL · On-site

$64K - $80K/yr

Position Summary The Financial Planning Specialist II has the primary responsibility of gathering ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

LaBine and Associates

FP&A Manager

Champaign, IL · On-site

Financial Planning & Analysis (FP&A) Manager, CPA Location: Champaign, Illinois (On-site) Lead Financial Strategy for a Growing Manufacturing Company Are you a CPA with strong Financial Planning ...

LaBine and Associates

FP&A Manager

Champaign, IL · On-site

Financial Planning & Analysis (FP&A) Manager, CPA Location: Champaign, Illinois (On-site) Lead Financial Strategy for a Growing Manufacturing Company Are you a CPA with strong Financial Planning ...

LaBine and Associates

FP&A Manager

Champaign, IL

Financial Planning & Analysis (FP&A) Manager, CPA Location: Champaign, Illinois (On-site) Lead Financial Strategy for a Growing Manufacturing Company Are you a CPA with strong Financial Planning ...

LaBine and Associates

FP&A Manager

Champaign, IL · On-site

Financial Planning & Analysis (FP&A) Manager, CPA Location: Champaign, Illinois (On-site) Lead Financial Strategy for a Growing Manufacturing Company Are you a CPA with strong Financial Planning ...

Eric V Stearley CPC & Associates Inc.

Be Seen First

Financial Accounting Supervisor

Champaign, IL · On-site

$130K - $150K/yr

Seeking a Financial Accountant with supervision or capable in supervision of the accounts ... Capital project planning Perks: * Complete relocation cost provided * This company is growing and ...

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Financial planning concepts and fiduciary responsibilities Ability to: * Serve as resource for team of Wealth Advisory Support Associates * Make recommendations consistent with the client ...

Busey

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Financial planning concepts and fiduciary responsibilities Ability to: * Serve as resource for team of Wealth Advisory Support Associates * Make recommendations consistent with the client ...

Carle Health

Workday Finance IS Analyst

Champaign, IL · On-site +1

$35.62 - $61.27/hr

Responsibilities Manages the build and configuration of the Workday Financial System while ... Associate's Degree; Experience In Lieu of Education, Work Experience: Finance; Project management ...

Carle Health

Workday Finance IS Analyst

Champaign, IL · On-site +1

$35.62 - $61.27/hr

... long-term planning. This position also serves as a technical point-of-contact and assists with ... Associate's Degree; Experience In Lieu of Education, Work Experience: Finance; Project ...

Carle Health

Workday Finance IS Analyst

Champaign, IL · On-site

$35.62 - $61.27/hr

... long-term planning. This position also serves as a technical point-of-contact and assists with ... Associate's Degree; Experience In Lieu of Education, Work Experience: Finance; Project management ...

Busey

Benefits Generalist

Champaign, IL · On-site

$22 - $27/hr

... and financial planning efforts. Coordinate with internal teams and external vendors to resolve ... Respond to associate inquiries and provide general administrative and operational support to the ...

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

Associate Financial Planner information

See Champaign, IL salary details

$45.6K

$84K

$112.7K

How much do associate financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for associate financial planner in Champaign, IL is $84,028.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $100,100.00 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 are the most commonly searched types of Financial Planner jobs in Champaign, IL?

The most popular types of Financial Planner jobs in Champaign, IL are:

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Champaign, IL as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $84,028 per year, or $40.4 per hour.

Financial Planning Specialist II

Urbana, IL

Busey
See more jobs at Buseyexternal

$64K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 hours ago

Job description

Position Summary

The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.Duties & Responsibilities
  • Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
  • Keep current regarding tax law changes through research and participation in learning activities.
  • Obtain and maintain appropriate professional designations related to financial planning.
  • Execute the duties of a Financial Planning Specialist I
  • Works closely with Wealth Advisors to promote financial planning.
Education & Experience

Knowledge of:

  • Strong oral and written communication skills
  • Federal and state laws and regulations
  • Sophisticated software systems
  • Excellent time and project management skills
  • Ability to: Analyze and interpret numerical data
  • Prepare and present complex financial concepts
  • Analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied
  • Maintain visual attention and mental concentration for extended periods of time
  • Perform duties and make decisions under frequent time pressures

Education and Training:

  • Requires Bachelor's degree in Finance related field.
  • Requires knowledge of Microsoft Office and Smartsheet.
  • 2 - 4 years' experience in financial planning.
  • CFP required or prepared to sit for the exam within 6 months of hire.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $64,000 - $80,000/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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