Associate Financial Advisor: Client & Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Benjamin
F. Edwards in Naperville, IL is seeking an Associate Financial Advisor to support lead advisors in developing and delivering financial plans using Money Guide Pro and other planning tools.
You will help gather client data, prepare reports, and coordinate meetings to ensure timely execution and a high-quality client experience. The role offers exposure to brokerage and advisory services, with licensing ongoing and CFP progression encouraged as you grow a practice and relationships with
This role, Associate Financial Advisor:
Client Growth & Planning at Benjamin
F. Edwards, could be your next move.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Naperville, IL, United States.
This opportunity is part of our work in Finance, IT & Technology.
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