1

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

Our Associate Promise is to provide limitless opportunities for our Associates to live their best ... Medical, Dental, and Vision insurance because health = wealth. * Future Planning: 401(k) plans and ...

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Part-Time Sales Teammate

Normal, IL · On-site

$15 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Part-Time Sales Teammate

Normal, IL · On-site

$15 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Part-Time Sales Teammate

Normal, IL · On-site

$15 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Wealth Planning Associate information

See Normal, IL salary details

$37.6K

$76.5K

$105.6K

How much do wealth planning associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for wealth planning associate in Normal, IL is $76,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,600.00 and $89,500.00 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 Normal, IL?

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

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

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

Infographic showing various Wealth Planning Associate job openings in Normal, IL as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,534 per year, or $36.8 per hour.

Merchandising Assistant Manager

Dollartree

Bloomington, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New


Dollar Tree rating

4.5

Company rating: 4.5 out of 10

Based on 2,530 frontline employees who took The Breakroom Quiz

37th of 39 rated national retailers


Job description

Your Role at Dollar Tree:

As a Merchandise Assistant Manager at Dollar Tree, you'll join our Store Manager in leading a dynamic team of associates and creating positive experiences for the communities we serve. In this role, you'll focus on merchandising and processing freight.

Your job duties and responsibilities will include, but are not limited to, the following:

  • Assist with all store functions and day-to-day activities

  • Perform opening and closing procedures as needed

  • Protect and secure company assets, including store cash

  • Adhere to all policies and procedures, including safety guidelines

  • Maintain areas of the store, including stockroom and sales floor, to company standards

  • Process all corporate directives such as Pull and Hold/Destroy, Task Compliance, Key Survey information requests, and any additional communications related to store activities

  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable

  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders

  • Other duties as assigned*

In addition, you'll assist the Store Manager with the following duties as assigned:

  • Process the receipt and return of DSD merchandise

  • Manage freight flow in accordance with productivity standards

  • Order and stock merchandise needs, including frozen & refrigerated, in accordance with productivity standards

  • Ensure that the sales floor is sales-effective

  • Plan, merchandise, and maintain Clip Strips and Power Panels with sales effective items

  • Plan and implement monthly Sales Planners

Your Skills and Experience:

  • Prior retail and management experience is preferred

  • Strong communication, interpersonal, and written skills are required

  • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, with or without reasonable accommodation

  • Ability to work in a high-energy, team environment is required


Your Perks and Benefits:
We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

  • Employee Assistance Program

  • Paid time off

  • Retirement plans with matching contributions

  • Employee Stock Purchase Program

  • Educational Assistance

  • Access to PerkSpot, an employee discount platform for goods and services

  • And much more!


Who We Are:

At Dollar Tree, we make a difference in the lives of our customers every day by exceeding their expectations and delivering value - it's what our business is built on. Our associates play an important role in this commitment by embracing change and showing up for their teams and their communities.

We see an exciting path forward as our company continues to grow and transform - and we know that this path starts with you.

Dollar Tree Stores, Inc. is an equal opportunity employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at the discretion of Dollar Tree Stores, Inc. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment at Dollar Tree Stores, Inc. is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Full time401 North Veterans Pkwy,Bloomington,Illinois 61704-771611022Dollar Tree

From:

18.5

To:

19.25

What Dollar Tree employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Dollar Tree logo

About Dollar Tree

Sourced by ZipRecruiter

With Dollar Tree and Family Dollar, we put value front and center for our customers. We do this by providing our customers with quality merchandise, amazing values, convenience, and a fun shopping experience. Whether you’re looking for the thrill of the hunt at Dollar Tree or shopping for your favorite brands at Family Dollar, you’re sure to find savings on a great selection of merchandise in our stores.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Chesapeake, VA, US