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Entry Level Cfp Jobs in Chicago, IL (NOW HIRING)

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

All JobsCfp JobsEntry Level Cfp JobsEntry Level Cfp Jobs in Chicago, IL

Entry Level Cfp information

See Chicago, IL salary details

$48.5K

$106.3K

$153.1K

How much do entry level cfp jobs pay per year?

As of Aug 11, 2026, the average yearly pay for entry level cfp in Chicago, IL is $106,271.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $127,300.00 per year, depending on experience, location, and employer.

What is an entry level CFP?

An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.

What responsibilities can I expect as an entry level CFP, and how will I work with other team members?

As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.

What are the key skills and qualifications needed to thrive in the entry level CFP position, and why are they important?

To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.

What are the most commonly searched types of Cfp jobs in Chicago, IL? The most popular types of Cfp jobs in Chicago, IL are:
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Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in Chicago, IL as of August 2026, with employment types broken down into 79% Full Time, 7% Part Time, and 14% Contract. Highlights an 87% Physical, 6% Hybrid, and 7% Remote job distribution, with an average salary of $106,271 per year, or $51.1 per hour.

Associate Trader

Advyzon

Lisle, IL • On-site

$15.50 - $20.75/hr

Full-time

Re-posted 27 days ago

Job description

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building an intuitive, all-in-one technology for advisory firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.
The Role: We're seeking an Associate Trader to join our growing team. This person will be responsible for trading in client accounts to address day-to-day cash flows, target drift due to market movements, portfolio allocation changes, tax loss harvesting, and other portfolio changes. This is an entry level role and we are willing to provide on-the-job training for the right candidate. The role is based in our Lisle office.
Responsibilities:
  • Analyze client portfolios, calculate trades, and execute trades on a daily basis, to keep portfolios in line with assigned AIM, advisor, third party strategist, and unified managed account portfolio targets
  • Maintain productive relationships with key stakeholders including advisors, portfolio managers, custodians, third party vendors, other investment operations teams, and other functions within Advyzon to contribute to the efficient operation of our investment program
  • The person will play a supportive role in the evolution of the trade team and its processes, escalating operational risks and effectively partnering with technology and global operations resources to address technology barriers
  • Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms
  • Occasionally, on slow trading days, assist the investment research team with various research, analysis, reporting, and other investment tasks
  • As necessary, onboard new advisor accounts and work through transitions, with a critical eye toward taxes, alternative / illiquid securities and account customizations
  • Performs other duties as assigned by management

Skills/Qualifications:
  • Excellent math and analytical skills
  • Ability to learn and effectively use Advyzon's trading software
  • Flexible and organized enough to learn and work with software from at least six custodians
  • Strong organizational and time management skills - ability to handle fast paced and deadline driven environment
  • Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
  • Flexible and adaptable during strategic operational developments.
  • The ideal candidate is flexible and adaptable during strategic operational developments
  • Integrity is a must in this role
  • Advanced Excel skills are advantageous
  • Creativity, the desire to innovate, and investing passion.
  • Solid understanding of financial markets, money movement and trading attributes, including realized gains.
  • Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

Requirements:
  • Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus
  • Basic knowledge of a variety of financial products including; managed portfolios, TAMP solutions, stocks, ETFs, and mutual funds
  • Previous personal or professional security trading experience is welcome, but not necessary
  • A strong interest in financial markets and Asset Management

Compensation:
$50k-$60k with a bonus for a novice trader, room for negotiation based on experience.
This is a hybrid position at our Lisle location.

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