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Financial Planning Assistant Jobs in Rochelle, IL

DGI Supply

Senior Financial Analyst (FP&A)

Rockford, IL · Remote

$100K - $125K/yr

This individual has a focus on financial planning, both short-term and long-term, of business ... Develop and review the Rolling Forecast and Strategic Plan * Assist in maintaining the integrity ...

DataAnnotation

FP&A Manager - AI Trainer

Rockford, IL · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Stbancorp

Financial Advisor

Oregon, IL

$55K - $156K/yr

Provide employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner. * Planning and coordinating outside business development ...

PCI Pharma Services

Sr. Financial Analyst

Rockford, IL · On-site

$85K - $106K/yr

... the site ERP System to provide accurate financial data, Production report, spending variance ... 4. Assist in financial reports and analysis that support site operations, including production ...

PCI Pharma Services

Sr. Financial Analyst

Rockford, IL

$85K - $106K/yr

... the site ERP System to provide accurate financial data, Production report, spending variance ... 4. Assist in financial reports and analysis that support site operations, including production ...

Midland States Bank

Wealth Advisor

Rockford, IL

$106K - $141K/yr

Actively calls on high value prospects and clients of the Bank to market financial planning, trust ... Completes all sales activity documentation to provide a record for performance tracking and assist ...

Midlandsb

Wealth Advisor

Rockford, IL

$106K - $141K/yr

Actively calls on high value prospects and clients of the Bank to market financial planning, trust ... Completes all sales activity documentation to provide a record for performance tracking and assist ...

Savant Insights

Tax Strategy Advisor

Rockford, IL · On-site

$100K - $135K/yr

... planning and advisory services to clients with sophisticated financial needs. You'll analyze ... * Assist in training and developing staff through hands-on guidance and interactive team ...

Midland States Bank

Wealth Advisor

Rockford, IL

$106K - $141K/yr

Actively calls on high value prospects and clients of the Bank to market financial planning, trust ... Completes all sales activity documentation to provide a record for performance tracking and assist ...

Baxter & Woodman

Construction Technician

Rockford, IL · On-site

$28 - $40/hr

Additionally, this position will assist with the planning, design, and construction of a variety of ... Financial well-being is enhanced through our financial planning program, life and disability ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Rochelle, IL

Financial Planning Assistant information

See Rochelle, IL salary details

$34.5K

$58.9K

$101.6K

How much do financial planning assistant jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial planning assistant in Rochelle, IL is $58,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $66,600.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What cities near Rochelle, IL are hiring for Financial Planning Assistant jobs? Cities near Rochelle, IL with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Rochelle, IL as of June 2026, with employment types broken down into 2% As Needed, 77% Full Time, 15% Part Time, 2% Temporary, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $58,944 per year, or $28.3 per hour.

Senior Financial Analyst (FP&A)

DGI Supply

Rockford, IL • Remote

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 12 days ago

Job description

SUMMARY: 

Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term, of business operations to measure and forecast future business performance. They have the opportunity to make positive financial contribution by discovering cost saving opportunities and ensure a high level of reporting integrity.

DUTIES AND RESPONSIBILITIES:

  • Create the Annual Financial Plan (Operating, Financial and Capital Budgets)
  • Responsible for providing financial analysis, recommendations and decision-making support to the executive staff
  • Model the financial impacts of a variety of business decisions and presenting options to business leaders; help drive process and cost efficiencies for business operations
  • Develop and review the Rolling Forecast and Strategic Plan
  • Assist in maintaining the integrity and completeness of the Company’s data warehouse
  • Assist with the month-end close process (mainly through variance analysis)
  • Perform monthly Actual vs. Budget variance analysis and discuss with department managers
  • Manage the Company’s balanced scorecard (daily, weekly and monthly operational metrics)
  • Review monthly financial statements for each assigned business unit, identifying key trends, variances and areas of improved performance
  • Proactively provide insightful, actionable and accurate financial reporting analysis to key business owners in the organization and must be able to communicate the information so others can understand
  • Builds strong partnerships with key internal customers and cross-functional teams
  • Identify, evaluate and compare multiple projects by their ROI% and track progress
  • Perform other various ad-hoc analysis as requested by management
  • Other duties as assigned
  • Reports to the Controller

SKILLS AND EXPERIENCE REQUIRED:

  • Master’s Degree in Finance or business; CPA preferred
  • 5-7+ years of experience in Finance and Accounting
  • Advanced skills with Microsoft Office (MS Excel, MS Access, etc.)
  • A background with distribution organizations is a plus
  • Experience with Microsoft SQL Server is required
  • Experience with One Stream and CRM software a plus
  • Very strong data mining skills
  • Passionate, Adaptable, Customer Focused and Teamwork oriented
  • Strong verbal and written communication skills are required along with ability to communicate and present with internal partners
  • Strong sense of urgency and accountability
  • Strong problem solving and communication skills
  • Ability to multi-task in a fast-changing environment
  • Highly autonomous and takes individual initiative
  • Excellent organizational skills to meet deadlines; strong attention to detail and provides work that is accurate, thorough and consistent
  • Strong analytical skills to analyze complex information

EMPLOYMENT OPPORTUNITY INCLUDES:

  • Competitive benefits, including: medical, dental, vision, life, STD & LTD insurance options, FSA, 401(k) and Profit Sharing
  • Career growth
  • Target compensation: $100K-$125K

DGI Supply is an Equal Opportunity Employer. Candidates are subject to background checks and post offer drug screen.

Work Location & Eligibility

This position is remote; however, eligible candidates must reside within approximately one hour of a DoALL location in one of the following states: Illinois (IL), Wisconsin (WI), Texas (TX), Louisiana (LA), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Iowa (IA), Arkansas (AR), or Utah (UT). This proximity requirement supports occasional in-person meetings, team collaboration, or site visits as needed.

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