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Financial Planning Associate — Wealth Strategy Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: The Mather Group
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below
A leading investment advisory firm in Chicago is seeking a detail-oriented Financial Planning Associate to join its growing wealth management team. The successful candidate will collaborate with wealth advisors to create comprehensive financial plans that encompass retirement, tax strategy, estate planning, and investment management. This role requires a bachelor's degree, relevant internship experience, and familiarity with financial tools such as Money Guide Pro .

A competitive salary between $70k-$85k, plus bonuses, is offered for the full-time role.
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Position Requirements
10+ Years work experience
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