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Financial Planning Associate — Advisor Support

Job in Springfield, Sangamon County, Illinois, 62777, USA
Listing for: Equitable
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 55000 - 65000 USD Yearly USD 55000.00 65000.00 YEAR
Job Description & How to Apply Below

Equitable in Springfield, IL is looking for an Associate Financial Planner to support experienced Financial Advisors. This role involves managing schedules, client communications, and preparing financial planning materials.

Ideal candidates should have a bachelor’s degree and 3-5 years of relevant experience. A structured mentorship and opportunities for professional growth are provided. The salary ranges from $55,000 to $65,000 annually, along with comprehensive benefits including medical, dental, and a 401(k) plan.

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Position Requirements
10+ Years work experience
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