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

RK Partners

Financial Planner | Austin, TX

Chicago, IL · On-site

$78K - $105K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$82K - $100K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$78K - $105K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

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 ...

Moen

Associate Financial Analyst - Moen

Deerfield, IL · Hybrid

$50K - $70K/yr

The Associate Financial Analyst is an entry-level position that will support the Moen brand under ... planning and analysis for Moen Americas business unit * Preparation of financial reports and ...

Blue Trust Inc

Associate Advisor

Deerfield, IL · On-site

$85K - $120K/yr

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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Showing results 1-20

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

Associate Financial Planner information

See Chicago, IL salary details

$46.9K

$86.4K

$115.9K

How much do associate financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for associate financial planner in Chicago, IL is $86,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $103,000.00 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 Chicago, IL? The most popular types of Financial Planner jobs in Chicago, IL are:
What are popular job titles related to Associate Financial Planner jobs in Chicago, IL? For Associate Financial Planner jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Chicago, IL look for? The top searched job categories for Associate Financial Planner jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Associate Financial Planner jobs? Cities near Chicago, IL with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Chicago, IL as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 92% In-person, 5% Hybrid, and 3% Remote job distribution, with an average salary of $86,434 per year, or $41.6 per hour.

Financial Planner | Austin, TX

RK Partners

Chicago, IL • On-site

$78K - $105K/yr

Full-time

Medical, Retirement

Re-posted 28 days ago

Job description

Financial Planner
We are currently seeking a Financial Planner to join our wealth management firm in Austin, TX. This is an excellent opportunity for someone looking to build a career in financial planning within a supportive and professional environment.
As a Financial Planner, you will play a critical supporting role in the financial planning process for new clients. Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a hybrid position that offers the flexibility to work remotely for part of the week.
This position is ideal for a motivated professional who takes pride in delivering exceptional work with high attention to detail. The ideal candidate thrives on setting a higher standard of excellence-continually refining their craft, embracing innovative planning strategies, and demonstrating a deep commitment to helping clients achieve their goals. Success in this role depends on thoughtful analysis, a competitive spirit to outperform, and dedication to providing clients with a superior planning experience.
Key Responsibilities
Gather, organize and maintain client financial information, using our financial planning software and CRM.
Develop and present comprehensive financial plans to clients in alignment with Austin Wealth Management (AWM) standard, including:
Liquidity management
Cash flow planning
Risk management
Tax strategy
Investment strategy
Estate planning
Business exit planning
Support advisors in client meetings by scheduling meetings, taking notes, and preparing materials. Following client meetings, provide support by documenting and completing tasks.
Provide ongoing support to Advisors and Clients by responding to service requests as needed and by monitoring client planning milestones. Proactively update the client's financial plans as needed.
Collaborate with the investment and operations teams to gather necessary details and keep clients and advisors informed.
Research and maintain updated information on regulatory changes.
Contribute to the overall quality and efficiency of service at AWM by providing suggestions for improvement and greater efficiency throughout workflows.
Support special projects as needed.
Qualifications:
Bachelor's degree in Financial Planning, Finance, Accounting, or related field required.
3+ of experience in a financial planning associate or financial planning role with at least 1 year of experience in a client facing role
Progress toward the CFP® certification. (Firm will pay for it to be completed)
In-depth knowledge of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital) and CRM systems (e.g., Redtail, Salesforce) required.
Working knowledge of Google Sheets and Google Docs required.
Demonstrated, strong analytical skills and attention to detail.
Excellent communication skills with emphasis on clarity.
Ability to manage multiple tasks and deadlines in a fast-paced environment.
Ability to work independently and in collaboration with team members.
Preferred:
Experience working with business owners.
Experience using Asana.
5+ years of experience in a financial planning associate or financial planning role with at least 3+ years of experience in a client facing role
Completion of the CFP® certification.
What We Offer
Competitive salary based on experience and qualifications
Ongoing support for professional development and CFP® certification
Collaborative, team-oriented culture
Health benefits and retirement plan options

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