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Financial Planning Associate Jobs in Park Ridge, IL

Financial Analyst, FP&A

Itasca, IL · On-site

$75K - $95K/yr

Overview Topco Associates is currently seeking a Financial Analyst for the Finance team in Itasca ... Experience with sales and expense planning * Ability to understand, simplify, and interpret complex ...

This role will support financial planning, forecasting, performance management, and strategic ... Littelfuse is an equal opportunity employer committed to empowering every associate to make a ...

... Financial Planning & Analysis We are looking for a finance professional who will provide analysis and support to our business. This role will involve managing financial performance, applying your ...

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.

Showing results 41-60

Financial Planning Associate information

See Park Ridge, IL salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial planning associate in Park Ridge, IL is $31.45, according to ZipRecruiter salary data. Most workers in this role earn between $20.34 and $33.85 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

What are popular job titles related to Financial Planning Associate jobs in Park Ridge, IL?

For Financial Planning Associate jobs in Park Ridge, IL, the most frequently searched job titles are:

What cities near Park Ridge, IL are hiring for Financial Planning Associate jobs?

Cities near Park Ridge, IL with the most Financial Planning Associate job openings:

Infographic showing various Financial Planning Associate job openings in Park Ridge, IL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $65,418 per year, or $31.5 per hour.

Manager - CCC Foundation (CCCF) Programs and Financial Planning

City Colleges of Chicago

Chicago, IL

$108K - $142K/yr

Full-time

Medical, Retirement, PTO

Posted 14 days ago


City Colleges Of Chicago rating

7.8

Company rating: 7.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

232nd of 620 rated colleges and universities


Job description

Since 1911, City Colleges of Chicago has been connecting students from across Chicago's neighborhoods to economic opportunity. By offering a quality education at an unprecedented value, City Colleges provides our students and alumni with a pathway to upward mobility. City Colleges of Chicago is the city's most accessible higher education engine of socioeconomic mobility and racial equity-empowering its students to take part in building a stronger and more just city. As Illinois' largest community college system, City Colleges is comprised of seven colleges and five satellite sites across Chicago.

Fueled by the generosity of Chicago's philanthropic community, the City Colleges of Chicago Foundation, a 501(c)(3) nonprofit, raises charitable contributions to support community college students from all backgrounds in reaching their academic and career goals.

PRIMARY OBJECTIVE

Reporting to the Associate Vice Chancellor (AVC), Development and Major Gifts, the Manager-CCC Foundation (CCCF) Programs and Financial Planning serves as a key partner to the Foundation President and AVC to ensure portfolio-level financial planning and budget management for large-scale, multi-year fundraising priority initiatives. 

The Manager-CCCF Programs and Financial Planning will facilitate budget planning processes, including the development and oversight of multiyear program budgets, and provide datadriven insights to support informed leadership decisions regarding fundraising activities, program budgets, and timely donor financial reporting.

This role will also support effective grant administration by ensuring alignment between budgets, grant performance periods, donor intent, and CCCF fundraising activities, as well as CCC financial and grant management processes. Through clear communication, financial expertise, and effective budget management, this role will demonstrate measurable outcomes and support the achievement of the Foundation's fundraising goals and the long-term sustainability of philanthropically funded programs.

ESSENTIAL DUTIES

Financial Planning and Analysis

  • Facilitates portfoliolevel financial planning and ongoing monitoring of foundation funded program budgets and campaigns supported by various funders and awards.
  • Partners with City Colleges Principal Investigators (PIs) and the Foundation's Development team to design, develop, and manage multiyear, multi-million-dollar program or campaign budgets.
  • In collaboration with PIs and grant managers, forecasts program spend rates, monitors spenddown timelines, and identifies risks related to underutilization or overextension of funds.
  • Provides regular analysis and strategic recommendations to Foundation leadership regarding funding gaps, remaining needs, and budget adjustments.
  • Tracks, synthesizes, and continuously updates financial information related to priority fundraising campaigns, including pipeline activity, anticipated awards, and funds secured, and integrates this information into portfoliolevel financial planning, forecasting, and leadership reporting.

Grant and Proposal Budget Development

  • Assists in the development and preparation of proposal budgets for new and renewal grant opportunities, ensuring alignment with existing commitments, campaign priorities, and long-term sustainability.
  • Advises on appropriate financial terms, performance periods, and budget frameworks for grant agreements based on current and projected funding.
  • Supports the development of financial sustainability and continuation strategies for grant-funded programs.

Grant Lifecycle Financial Support

  • Participates in cross-functional planning efforts related to district-wide grant applications and major fundraising initiatives.
  • Partners with the grants management team, Principal Investigators (PIs), and Foundation leadership on required grant financial reporting, ensuring accuracy, consistency, and compliance with funder requirements.
  • Coordinates with finance teams and PIs on grant modifications, nocost extensions, and closeouts, with a focus on financial integrity and strategic continuity across programs.
  • Maintains a current understanding of fund balances, expenditures, and grant activity to support reconciliation, reporting, and informed planning.

Data, Reporting and Continuous Improvement

  • Develops and maintains financial tracking tools, dashboards, and reports, using Salesforce and other systems, that provide visibility into portfolio performance across campaigns.
  • Supports the preparation of financial components of impact reports, program updates, and leadership briefings.
  • Identifies and implements opportunities to enhance financial planning processes, tools, and cross-functional coordination related to CCCF-supported programs.
  • Performs other duties as assigned.

 

REPORTING RELATIONSHIPS

Reports To        AVC - Development and Major Gifts

Direct Supervision    None

QUALIFICATIONS

  • Bachelor's degree from an accredited college or university in Finance, Business Administration, or a closely related field relevant to fundraising and institutional advancement. 
  • Minimum of four (4) years of progressively responsible work experience in finance, data, research, program management, proposal development, or grant management.
  • Experience managing program or grant budgets, ensuring fiscal compliance and/or general accounting structures for grants.
  • Experience working with grants, including reporting, compliance, and funder communications.
  • Demonstrated success implementing projects in a complex organization.
  • Working knowledge of public funding sources (city, state, and federal)  and the private philanthropic community.
  • Understanding of post-secondary education, equity, and community issues is a plus.
  • Excellent written and verbal communication skills.
  • Excellent interpersonal and group communication skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and collaboratively.
  • Ability to work effectively within a culturally diverse environment.
  • Must be proficient in data tracking and reporting tools (e.g., Salesforce, CRM systems, Excel, dashboards).
  • Proficiency in the use of the Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams).

WE OFFER: Excellent health and welfare benefit package and long-term savings and investment programs including 403(b) & 457(b) Investment Plans and a pension plan with the State University Retirement System (SURS) Plan. Generous vacation, holiday, personal and sick days, and tuition reimbursement. For a more detailed overview of benefits, please visit the benefits page of our website.

We are an equal opportunity and affirmative action employer. Chicago residency is required for all full-time employees within 6 months of hire. Thank you for your interest in CCC!

Offered salary will be determined by the respective collective bargaining agreement and applicant's education, experience, knowledge, skills and abilities.        

Benefits information is found at https://www.ccc.edu/departments/Benefits/

Job family 415

Salary range $70,251 - $80,000

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