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Financial Planning Associate Jobs in Wheaton, IL

Busey

Financial Planning Specialist II

Naperville, IL

$64K - $80K/yr

Position Summary The Financial Planning Specialist II has the primary responsibility of gathering ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Baird

Associate Financial Advisor

Chicago, IL · On-site

$68K - $92K/yr

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Jobot

Estate Planning Associate Attorney

Chicago, IL · Hybrid

$120K - $180K/yr

We're currently looking to welcome an experienced Estate Planning Associate Attorney to our growing ... financial advisors, tax professionals, and other attorneys to provide holistic estate planning ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Wheaton, IL

Financial Planning Associate information

See Wheaton, IL salary details

$13

$30

$65

How much do financial planning associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial planning associate in Wheaton, IL is $30.89, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $33.22 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 the most commonly searched types of Financial Planning jobs in Wheaton, IL?

The most popular types of Financial Planning jobs in Wheaton, IL are:

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

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

What job categories do people searching Financial Planning Associate jobs in Wheaton, IL look for?

The top searched job categories for Financial Planning Associate jobs in Wheaton, IL are:

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Wheaton, IL as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $64,255 per year, or $30.9 per hour.

Financial Planning Associate-West L.A.

Chicago, IL • On-site

RK Partners
See more jobs at RK Partnersexternal

Full-time

Medical, Dental, Life, PTO

Re-posted 16 days ago

Job description

Financial Planning Associate

The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning materials and recommendations, as well as to service and support insurance and investment operations.   

***MUST HAVE Series 7, 63/65/66 and LAH
1 day in office

Responsibilities

  • Develop and maintain a deep understanding of the comprehensive planning philosophy and process, from initial meeting to client onboarding, to provide the highest level of service to prospective and existing clients.
  • Build planning analysis (PX) for all prospective client close meetings, as well as when applicable for client reviews
  • Insurance and investment presentation preparation for all close meetings, including running all insurance illustrations and coordinating with the investment operations teams on all investment materials needed for inclusion in presentations
  • Support investment operations team as needed
  • Generate all materials needed for clients reviews in conjunction with advisors and investment operations team
  • Quarterly review of all presentation materials, both insurance and investment, to ensure all materials remain up-to-date and in alignment with the firms planning philosophy
  • Collaborate with advisors to identify potential planning opportunities for prospective and existing clients to properly align recommendations in preparation for close and reviews meetings.
  • Advise advisors of relevant data or information needed for decision making, ensuring effective execution and coordination.
  • Generate, monitor, and submit all insurance applications (life, disability, long term care, and annuity), ensuring compliance with all relevant state-specific regulatory requirements and internal policies, including those established by Northwestern Mutual, to provide a seamless submission of all applications.
  • Oversee the underwriting of all insurance applications from submission to placement, collaborating with advisors where necessary to ensure appropriate coverage is ultimately placed on behalf of client.
  • Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, including but not limited to:
    • Follow up with prospective clients on additional information and materials needed for timely completion of planning analysis and both insurance and investment materials
    • Providing weekly updates on the underwriting status of newly submitted business, including responses directly to the underwriters by obtaining any additional information requested from client
    • Resolving client inquiries and requests related to the servicing of existing insurance policies and accounts
  • Resolve client inquiries in a timely and effective manner
  • Generate feed lists for all client review meetings
  • Contribute to internal workflow system upgrades and development to improve operational efficiency

Results:

  • Ensure all planning analysis and presentation material are finalized on time and with accuracy.
  • Ensure all planning analysis benchmarks are obtained prior to conclusion of agents and calendar years.
  • Assist in preparing comprehensive reviews, including in-force illustrations, term-conversion illustrations and feed lists.
  • Proactively monitor and respond to underwriting updates, ensuring timely resolution of issues.
  • Maintain a high standard of communication and resolve client inquiries promptly.
  • Attend and participate in relevant conferences, home office learning opportunities, and technology additions & enhancements.

 Required Qualifications:

  • Bachelor’s Degree
  • 2+ years of planning experience
  • California Life & Health license
  • FINRA Registration -Series 7, 66 and/or 65  

Benefits:

We understand that our team members are the foundation of our success, and we stive to provide a comprehensive benefits package that reflects our commitment to you.  We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive.

  • A competitive base salary commensurate to experience
  • 100% medical, dental, and disability insurance provided by employer
  • Profit-sharing plan
  • Employer-sponsored licensing, professional development, and education opportunities
  • Paid vacation, sick, and holiday pay