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Wealth Planning Associate Jobs in Chicago, IL (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Chicago, IL · On-site

$125K - $161K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$68K - $73K/yr

Advanced training on trusts & estates, wealth planning, investment management philosophies, and ... As Associates progress in the role, and as milestones are achieved and core competencies are ...

Capital Group

Private Wealth Advisor

Chicago, IL · On-site

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor ...

Capgroup

Private Wealth Advisor

Chicago, IL

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor ...

Bank of America

Wealth Planner - EGP

Oak Brook, IL · On-site

$54K - $74K/yr

... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...

Bank of America

Wealth Planner - EGP

Great Lakes, IL · On-site

$52K - $71K/yr

... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... Major Duties Include: 1. Collect, organize, and maintain client personal and estate planning ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... Major Duties Include: 1. Collect, organize, and maintain client personal and estate planning ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · Hybrid

$99K - $169K/yr

... an Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting ... Major Duties Include: 1. Collect, organize, and maintain client personal and estate planning ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Chicago, IL

Wealth Planning Associate information

See Chicago, IL salary details

$39.7K

$80.7K

$111.3K

How much do wealth planning associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for wealth planning associate in Chicago, IL is $80,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,000.00 and $94,300.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

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

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Chicago, IL?

For Wealth Planning Associate jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Chicago, IL look for?

The top searched job categories for Wealth Planning Associate jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Wealth Planning Associate jobs?

Cities near Chicago, IL with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $80,707 per year, or $38.8 per hour.

Tax & Estate Planning Associate Attorney

Aligned Talent Acquisition

Chicago, IL • Hybrid

$200K - $350K/yr

Full-time

Posted 2 days ago

New

Job description

Chicago | Hybrid

Tax & Estate Planning Associate AttorneyAmLaw 200 OpportunityCompensation

$200,000 – $350,000+

Aligned Talent Acquisition is recruiting for an experienced Tax & Estate Planning Associate Attorney opportunity with a leading international law firm in Chicago.

This is an excellent opportunity for an attorney interested in a sophisticated tax, estate planning, wealth transfer, and private client practice advising high-net-worth individuals, families, business owners, executives, and other private clients on complex planning matters.

Ideal Background

• 2–6 years of tax, estate planning, trusts and estates, or related private client experience

• Experience developing sophisticated estate, gift, and wealth transfer planning strategies

• Experience advising high-net-worth and ultra-high-net-worth individuals, families, business owners, and executives

• Experience drafting wills, trusts, powers of attorney, family entity documents, and other sophisticated estate planning instruments

• Experience with gift, estate, and generation-skipping transfer tax planning

• Experience advising clients regarding trust administration, estate administration, and tax-efficient wealth transfers

• Experience with business succession planning, family-owned businesses, charitable planning, or closely held entities is a plus

• Familiarity with federal and state tax considerations affecting sophisticated estate plans

• LL.M. in Taxation is a plus

• Strong drafting, analytical, organizational, and problem-solving skills

• Excellent client service and communication skills

• Ability to manage sensitive and sophisticated client matters with discretion

• J.D. from an ABA-accredited law school required

• Illinois bar admission required or ability to become admitted

Why This Opportunity

Sophisticated tax and estate planning practice

Exposure to complex wealth transfer and tax planning strategies

Opportunity to advise high-net-worth individuals, families, executives, and business owners

Experience with trusts, estates, succession planning, and private client matters

Significant responsibility and direct client interaction

Collaboration with complementary tax, corporate, investment management, and financial services practices

Strong platform for developing a highly specialized private client practice

Interested?

If you're a Chicago tax or estate planning associate interested in exploring a new opportunity, I'd love to have a confidential conversation.

Even if you're not actively looking, it never hurts to know what's out there. I'm happy to discuss compensation, partnership track, billable expectations, firm culture, hybrid flexibility, and whether this opportunity could make sense for your career.

All inquiries are confidential.

Devney Ayers
Director of Legal Recruiting
Aligned Talent Acquisition

devney@alignedtalentacquisition.com

(216) 710-5174