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

Kroger

Assistant Store Leader

Bloomington, IL · On-site

$15.25 - $18.50/hr

... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ... store-level financial performance discussions with associates regarding developing budgets (e.g ...

Kroger

Assistant Store Leader

Normal, IL

$15.75 - $19/hr

... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ... store-level financial performance discussions with associates regarding developing budgets (e.g ...

Kroger

Assistant Store Leader

Normal, IL · On-site

$15.75 - $19/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ...

Kroger

Assistant Store Leader

Bloomington, IL · On-site

$15.25 - $18.50/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ...

PetSmart

Retail Store Manager

Bloomington, IL

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Bloomington, IL

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

Bloomington, IL · On-site

$67K - $115K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Bloomington, IL

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Bloomington, IL · On-site

$67K - $115K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

Bloomington, IL · On-site

$67K - $115K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Bloomington, IL

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

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Showing results 1-20

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

Associate Financial Planner information

See Normal, IL salary details

$44.5K

$82K

$110K

How much do associate financial planner jobs pay per year?

As of Jun 26, 2026, the average yearly pay for associate financial planner in Normal, IL is $82,031.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,300.00 and $97,800.00 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 the Job Description of 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 Normal, IL? The most popular types of Financial Planner jobs in Normal, IL are:
What are popular job titles related to Associate Financial Planner jobs in Normal, IL? For Associate Financial Planner jobs in Normal, IL, the most frequently searched job titles are:
What cities near Normal, IL are hiring for Associate Financial Planner jobs? Cities near Normal, IL with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
(USA) Associate Optometrist - Walmart

(USA) Associate Optometrist - Walmart

Walmart

Normal, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Walmart rating

6.0

Company rating: 6.0 out of 10

Based on 21,832 frontline employees who took The Breakroom Quiz

22nd of 39 rated national retailers

Job description

Position Summary...It's time to see optometry through a new lens. Walmart is revolutionizing healthcare and this your chance to be part of it. A Walmart Associate Optometrist is the clinical partner to the Vision Center Manager, and core to our mission of advancing eyecare affordably for everyone.
About The Optometry Team
We're looking for someone that shows autonomy and will forge the way to be a trusted part of the community, operating the business as if it were your own. The Vision Center is fast-paced and equipped with the resources and technology you need to succeed. Your biggest tool? The ability to authentically connect with our patients, as they turn to Walmart for trusted expertise.What you'll do...
How You'll Make An Impact:
  • Provide evidence-based vision care to ensure patients health and well-being by recommending and prescribing medications and other treatment options (for example, red eye, LASIK surgery, cataract surgery).
  • Deliver routine vision care using evidence-based care guidelines.
    Educate patients and store associates on eye health, including contact lens care, disease state management, and safety factors.
  • Consult with other health professionals to prepare patient care plans, observing optometry scope of practice per state board;
How You'll Make An Impact:
Embraces new equipment technology and advanced instrumentation. This would be essential as we are integrating advanced technology such as digital phoropters, EMR, Maestro (OCT/retinal camera combo).
What you'll bring:
Doctoral degree in Optometry (OD) from accredited optometry school.
Licensed optometrist in good standing in state of practice.
EMR/EHR experience.
Eagerness to embrace new equipment technology and advanced instrumentation.
Experience in Treating and managing ocular disease.

Judgment: Make Sound Judgments: Uses objective financial and business analyses to evaluate the returns and risks of business choices. Analyzes and integrates trends and patterns to determine the root causes of problems and identify solutions. Evaluates short- and long-term implications of decisions. Accurately forecasts growth, costs, and business challenges.

Customer/Member Centered: Promote a Customer/Member-Focused Environment: Creates and maintains an environment that provides customers/members with desired products, services, and experiences. Combines experience, insight, and data to determine how to best exceed customer/member needs. Develops and implements initiatives, practices, and plans to capitalize on customer/member-focused growth and improvement opportunities. Ensures the removal of barriers to delivering exceptional customer/member value, service, and support.

Execution and Results: Optimize Execution and Results: Uses the advantage of company size, internal and external resources, and talent to achieve success. Creates an environment where associates are held accountable for achieving goals and results. Applies broad, cross-functional knowledge and resources to produce results that best fit the company strategy. Prioritizes and balances time, actions, resources, and initiatives to ensure accomplishment of critical results. Makes sure desired change initiatives and priorities are implemented appropriately.

Planning and Improvement: Advocate Planning and Continuous Improvement: Sets and communicates clear and aligned goals, monitors progress, and ensures leaders in own organization do the same. Develops and implements plans and practices to ensure others have the information, resources, implementation time, and talent needed to succeed. Develops and upgrades work assignments and processes to accomplish goals across functions, organizations, and geographies, where appropriate. Sponsors continuous improvement and elimination of non-value-added work. Embraces, values, and implements unique perspectives and ideas.
Influence and Communicate: Inspire Commitment: Develops and communicates logical, convincing justifications, including lessons learned, that build commitment and support for ones perspectives and initiatives. Builds high-performing teams that accomplish organizational changes, goals, and priorities. Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the unique ideas, perspectives, and contributions of others across the business.

Ethics and Compliance: Promote Ethics and Compliance: Builds and sustains an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm. Identifies opportunities and takes action to enhance compliance. Ensures associates receive the communication and instruction needed to act in accordance with policies and procedures.
Adaptability: Demonstrate Adaptability: Demonstrates resourcefulness and resilience in the face of change, obstacles, and adversity. Adapts to competing demands and shifting priorities. Updates knowledge and skills to handle new complexities, challenges, and responsibilities (for example, seeking out training, learning from experience, researching best practices). Seeks exposure to new ideas and perspectives. Sponsors programs and initiatives to improve adaptability and continuous learning capabilities in own organization.
Strategy: Think and Act Strategically: Creates strategies for own organization that align with the company's strategies and lead to the achievement of business priorities. Pursues initiatives, investments, and opportunities that fit with and support company strategies. Assesses deliverables against leading industry practices and implements plans that leverage company advantages. Works through different strategic options and determines their intended and unintended implications, and applies to business planning.
Social Responsibility and Reputation: Promote Reputation and Social Responsibility: Proactively leads volunteer activities, programs, and initiatives in order to improve the community. Seeks and maintains external relationships and alliances, strengthening the company's impact on and reputation in the community. Serves as a credible spokesperson, representative, and sponsor of the company to the public and the community.
Talent: Assess and Improve Talent : Develops talent and replacement plans for own organization that increase effectiveness, build a strong talent pipeline, and enhance bench strength. Identifies, utilizes, and integrates associates strengths to produce improved results. Creates an environment where people processes (for example, performance management, development) are used effectively to improve associate performance and achieve desired results throughout own organization. Mentors, guides, and sponsors the development of key talent.

Build Relationships: Build Internal and External Relationships : Builds and sustains trusting, collaborative relationships and alliances across functional, organizational, and geographical boundaries to achieve goals. Sponsors initiatives and programs that promote respect for, interest in, and support of associates. Ensures associates are treated in an accepting, respectful manner.
Manages Optical Operations: Stays current on changes in optical procedures, ideas, and processes and shares the information and ideas with associates and managers. Ensures adherence to proper policies and procedures for advising on merchandise and filling prescriptions. Ensures optical operations are aligned with company and regulatory standards for prescriptions and claims, doctor and optician certifications/licensure, and associate training. Guides associates and supports managers on how to address customer and member concerns and merchandise defects. Meets with managers, doctors, and associates to identify and discuss any concerns and issues related to the business and to share information related to new initiatives. Effectively recruits doctors in partnership with Market Directors.
Quality Patient Care-Facility: Creates a culture of patient care, safety, and accuracy. Communicates clear expectations regarding quality of care and patient safety. Ensures others are held accountable for following standard operating procedures (SOP) and achieving expected quality and patient safety goals. Ensures counseling (providing information related to the health service provided) occurs on new therapy (new items) and as requested by patients or required by practice or state regulations, including appropriate documentation. Analyzes and identifies areas of improvement needed and implements intervention steps to improve team knowledge and focus on patient safety and risk reduction. Promotes reporting and transparency of errors whether actual or patient perceived. Writes timely and effective plans of action focused on identification and correction of root cause.
Compliance Focused Execution-Facility: Creates and fosters an environment centered on health care compliance execution. Actively communicates, trains, and guides the processes for completion and follow-up on compliance initiatives to associates within Health and Wellness and other associates as applicable to the respective health care business. Implements compliance initiatives and priorities and monitors compliance execution by others. Ensures appropriate operational execution of billing procedures, HIPAA compliance adherence, and standard operating procedures (SOP). Utilizes auditing processes to identify compliance issues and implement processes for improvement.
At Walmart, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see https://one.walmart.com/notices. Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms.
For information about benefits and eligibility, see One.Walmart.
The annual salary range for this position is $135,000.00 - $200,000.00 Additional compensation includes annual or quarterly performance bonuses. Additional compensation for certain positions may also include :
- Regional Pay Zone (RPZ) (based on location)
- Complex Structure (based on external factors that create challenges)Minimum Qualifications...

Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications.

Preferred Qualifications...

Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications.

Primary Location...300 Greenbriar Dr, Normal, IL 61761-2278, United States of AmericaWalmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.

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About Walmart

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From our humble beginnings as a small discount retailer in Rogers, Ark., Walmart has opened thousands of stores in the U.S. and expanded internationally. Through innovation, we're creating a seamless experience to let customers shop anytime and anywhere online and in stores. We are creating opportunities and bringing value to customers and communities around the globe. Walmart operates approximately 10,500 stores and clubs in 19 countries and eCommerce websites. We employ 2.1 million associates around the world — nearly 1.6 million in the U.S. alone.

Industry

Retail and transportation and warehousing

Company size

10,000+ Employees

Headquarters location

Bentonville, AR, US

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