Associate Financial Planner; Oak Brook, IL

Position:
Associate Financial Planner (Oak Brook, IL)

The base salary range for this role nationally is $83,500 to $111,300. Compensation may include discretionary bonus, health, dental, and other wellness plans, as well as 401(k) contributions. Additional benefits will be discussed during the hiring process.

• Performs financial planning analyses for clients, including retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis.
• Prepares presentations, research, and supporting materials for client meetings and reviews.
• Conducts assessments of clients and prospects’ evolving financial planning needs and proactively uncovers new opportunities.
• Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences.
• Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.
• Provides high‑level contact with clients to maintain and improve the client relationship.
• Maintains a proven understanding of the industry, products, and trends.

• Minimum 1‑3 years of financial services industry experience, specifically in a broker/dealer or registered investment advisor environment.
• FINRA Series 65 required.
• Bachelor’s degree in business or finance, or equivalent proven experience.
• Certified Financial Planner designation preferred.
• Financial services and insurance sales experience preferred.
• Good understanding of finance and investment markets/securities.
• Attention to detail, ability to coordinate work, and follow‑up skills are crucial.
• Ability to prioritize and address multiple projects and meet deadlines.
• Strong interpersonal, verbal, and written communication skills.
• Detailed knowledge of MS Outlook, Word, and Excel.

Edelman Financial Engines encourages success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital status, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service, or veteran status.

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