Associate Financial Advisor

Role Description This full-time Associate Financial Advisor role is a in office position based in Evanston, IL. The Associate Financial Advisor will support lead advisors in developing and implementing comprehensive financial plans tailored to clients’ goals, including retirement, education, risk management, and wealth accumulation. Daily responsibilities include preparing client meeting materials, analyzing financial data, conducting product and investment research, and documenting recommendations in alignment with firm standards and regulatory requirements. The role also involves managing follow-up activities from client meetings, responding to client inquiries, and coordinating with internal partners to support account openings, transfers, and service requests. The Associate Financial Advisor will contribute to business development through prospect follow-up, client outreach, and participation in marketing or educational events, while working toward increased responsibility and potential progression to a lead advisor position. Qualifications Demonstrated knowledge in Financial Planning and Retirement Planning, with the ability to help design and support comprehensive, goal-based plans. Foundational understanding of Finance and Investments, including risk, diversification, and long-term portfolio strategies. Experience or strong interest in Financial Advisory work, supporting advisors in client-facing activities and plan implementation. Bachelor’s degree in finance, economics, business, or a related field (or equivalent relevant experience). Progress toward, or interest in pursuing, relevant licenses (e.g., FINRA Series 7 and 66 or equivalents) and professional designations (e.g., CFP) as required by the role. Strong analytical skills, attention to detail, and proficiency with financial planning tools, CRM systems, and standard office software. Effective written and verbal communication skills, with the ability to explain financial concepts clearly and build long-term client relationships. High ethical standards, commitment to regulatory compliance, and the ability to work both independently and collaboratively in a hybrid environment. #J-18808-Ljbffr