Junior Financial Services Associate: Client & Planning
Job in
Oakbrook Terrace, DuPage County, Illinois, USA
Listed on 2026-02-21
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking an entry-level Financial Services Professional in Oakbrook Terrace, IL. This role combines client service, financial planning support, and business development activities. Ideal candidates are proactive, organized, and passionate about helping others. Responsibilities include onboarding clients, preparing reports, maintaining CRM data, and nurturing leads. A bachelor’s degree is preferred and proficiency in Microsoft Office is required.
Compensation ranges from $50,000 to $80,000.
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Position Requirements
10+ Years
work experience
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