Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Associate | Retirement & Investments

$83.5k - $111.3k

Edelman Financial Engines

Edelman Financial Engines is seeking an Associate Financial Planner based in Oak Brook, IL. The ideal candidate will perform financial planning analyses, manage client relationships, and prepare necessary documentation. Minimum requirements include 1-3 years in financial services, FINRA Series 65, and a Bachelor’s degree in business or finance. The position offers a competitive salary range of $83,500 to $111,300 and additional benefits like bonuses and health plans. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Associate | Retirement & Investments in Oakbrook Terrace, IL vacancy
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...achieve their goals through financial planning. On your path to becoming a...  ...Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs... 
    Retirement
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Oak Brook, IL
    3 days ago
  •  ...WizeHire, Inc is seeking a Financial Services Professional to help individuals and families achieve greater financial clarity...  ...strategies across various financial areas, including investments and retirement planning. Join a values-driven culture that fosters collaboration... 
    Retirement
    Flexible hours

    WizeHire

    Oakbrook Terrace, IL
    1 day ago
  •  ...Merrill Experienced Financial Advisor Locations: Honolulu,...  ...comprehensive wealth management and investment products and services for...  ...management, including planning for retirement, education, legacy, and...  ...Wealth Management Client Associates help clients pursue the life... 
    Retirement
    Shift work
    Day shift

    Arizona Staffing

    Oak Brook, IL
    1 day ago
  • $74k - $138k

     ...designed to meet the client's specific financial planning needs. Coordinates and integrated team...  .... Bridges banking, trust and investment disciplines together for client communications...  ..., accident and life insurance, and retirement savings plans. To view more details of... 
    Retirement
    Contract work
    Part time
    Local area

    Bank of Montreal

    Hinsdale, IL
    5 days ago
  • $300k

     ...Senior Financial Advisor AFIN Family Wealth Management is a firm...  ...in holistic financial planning for individuals and businesses...  ...and take the mystery out of investing, insurance, estate conservation...  ...encompassing investment strategies, retirement planning, tax optimization,... 
    Retirement
    Full time
    Work at office
    Local area

    AFIN Family Wealth Management Inc

    Oak Brook, IL
    1 day ago
  • $83.5k - $111.3k

     ...Associate Financial Planner At Edelman Financial Engines (EFE), our purpose...  ..., and every dollar invested has a job to do for our clients...  ...them feel confident about the plans they are making, whether for...  ...including, but not limited to retirement, investments, estate, tax, education... 
    Retirement

    Edelman Financial Engines

    Oak Brook, IL
    1 day ago
  • $74k - $138k

     ...designed to meet the client's specific financial planning needs. Coordinates and integrated team...  .... Bridges banking, trust and investment disciplines together for client communications...  ..., accident and life insurance, and retirement savings plans. About Us At BMO... 
    Retirement
    Part time
    Local area

    Bmo

    Hinsdale, IL
    5 days ago
  • $45k - $100k

     ...applicants. Join a financial services firm where your...  .... Edward Jones associates are seen, heard, respected...  ...term financial goals: retirement, building wealth, estate...  ...Canada than any other investment firm, serving over...  ...adjust the branch business plan to increase branch... 
    Retirement
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Hinsdale, IL
    4 days ago
  • $70k - $80k

     ...clients to help them achieve their financial goals. Responsibilities include...  ...with clients to review financial and investment goals, building a financial plan, and recommending brokerage...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)... 
    Retirement
    Temporary work
    Shift work
    Day shift

    Bank of America

    Elmhurst, IL
    5 days ago
  • $80k - $90k

     ...comprehensive wealth management and investment products and services for...  ...wealth management, including planning for retirement, education, legacy, and other...  ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... 
    Retirement
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Hinsdale, IL
    5 days ago
  • $110k - $190k

     ...Stanley (“MS”) is a global financial services firm that...  ...clients including brokerage, investment advisory, financial and wealth planning, credit & lending,...  ...annuities, insurance, retirement and trust services.We are...  ...with the Associate Private Banker(s) to provide... 
    Retirement
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Oak Brook, IL
    4 days ago
  • $75k - $125k

     ...seeking a candidate for a role that involves consulting on investment and insurance strategies while managing client relationships...  ...to $125,000 and comes with various benefits, including medical coverage, retirement plans, and generous paid time off. #J-18808-Ljbffr... 
    Retirement

    Fairygodboss

    Naperville, IL
    4 days ago
  •  ...WestPoint Financial Group, located in Lisle, Illinois, is seeking a Wealth Management Advisor to provide comprehensive financial guidance in insurance, investments, and retirement planning. This role includes developing customized solutions and partnering with in-house... 
    Retirement

    WestPoint Financial Group

    Lisle, IL
    1 day ago
  •  ...running pricing model and project plans for new customer projects....  ...opportunity, health and retirement benefits and a long-term equity...  ...economic indicators for customer investment decisions. This role will be...  ...utility tariff analysis, financial analysis, regulatory and legal... 
    Retirement
    Temporary work
    Work experience placement
    Work from home
    Flexible hours

    Intelligent Generation LLC

    Oak Brook, IL
    4 days ago
  •  ...Financial Advisor - Illinois JMG Financial Group, Ltd. is one of...  ...high net worth individuals. Investment News recently announced JMG...  ...looking to join a fee-only planning firm with an established reputation...  ..., investments, income tax, retirement planning, charitable giving,... 
    Retirement
    Full time
    Temporary work
    Work at office

    A Hiring Company

    Downers Grove, IL
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...achieve their goals through financial planning. On your path to becoming a...  ...Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs... 
    Retirement
    For contractors
    Work at office

    Northwestern Mutual

    Naperville, IL
    2 days ago
  •  ...Jones is a Fortune 500 financial services firm. We...  ...adjust the branch business plan to increase branch...  ...Deliver personalized investment and financial solutions...  ...will be required. An associate must complete ongoing...  ...at no cost. A 401(k) retirement plan, health savings account... 
    Retirement
    Full time
    Traineeship
    Work at office
    Local area
    Home office
    Flexible hours

    Edward Jones

    Aurora, IL
    4 days ago
  •  ...Grove, Illinois is seeking a full-time Financial Advisor. This role requires knowledge in comprehensive financial planning and at least 5 years of client-facing experience...  ..., assist with employer benefits, investments, and retirement planning. Compensation ranges from $100... 
    Retirement
    Full time

    A Hiring Company

    Downers Grove, IL
    5 days ago
  •  ...Charles Schwab seeks a Financial Consultant in Naperville to provide exceptional financial guidance and build lasting...  ...your expertise to manage wealth across various planning areas including retirement and investment management. Candidates must possess a valid FINRA Series... 
    Retirement

    Charles Schwab

    Naperville, IL
    4 days ago
  • $80k - $100k

     ...a unique and mission-centered financial services organization? Join Covenant...  ...of clients from a network of retirement communities and affinity...  ...by leveraging Covenant Trust’s investment management, trust administration, and gift planning services. Enhance client retention... 
    Retirement

    Covenant Trust Company

    Carol Stream, IL
    5 days ago
  •  ...crossroads, a career as a financial advisor may be the...  ...term financial goals: retirement, building wealth, estate...  ...Canada than any other investment firm, serving over...  ...partnership. Edward Jones associates are seen, heard,...  ...adjust the branch business plan to increase branch... 
    Retirement
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Crete, IL
    4 days ago
  •  ...help clients prepare for life's planned and unexpected moments with the right financial services and insurance products....  ...life and health, and annuities and investment products and services....  ...Illinois. Investment management, retirement, trust, and planning services provided... 
    Retirement
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Carol Stream, IL
    5 days ago
  • $60k - $75k

     ...Job Description: Financial Consultant If you...  ...create complex financial plans, then join a team that...  ...clients to different investment strategies and bring together...  ...salary, to recognize associate achievements. And our...  ...look to reach their retirement goals ~ Supporting... 
    Retirement
    Work at office
    Work from home

    Fidelity Investments

    Stone Park, IL
    3 hours ago
  •  ...Park, Illinois, to provide comprehensive financial planning and advice. This role emphasizes...  ...relationships and delivering personalized investment solutions. Candidates should have at...  ...package, including health care coverage, a retirement savings plan, and mental health... 
    Retirement

    JPMorgan Chase

    Oak Park, IL
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions...  .... Edward Jones associates are seen, heard, respected...  ...Canada than any other investment firm, serving over eight...  ...adjust the branch business plan to increase branch...  ...Jones offers a 401k retirement plan, and tax-advantaged... 
    Retirement
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Aurora, IL
    1 day ago
  •  ...Responsible for providing goals-based wealth plan consulting services to high-income/...  ...owners and others with complex financial circumstances. Collaborate with...  ...condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash... 
    Retirement
    Full time
    Work experience placement
    Monday to Friday

    Trust Bank

    Wheaton, IL
    4 days ago
  • $70k - $90k

     ...our craft of personalized financial planning with our team-based Roundtable...  ...unique financial plans and investment management services to over...  ...opportunity for an Associate Financial Advisor . As an AFA...  ...and dental insurance, 401(k) retirement plan, paid time off and other... 
    Retirement
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Itasca, IL
    5 days ago
  • $70k - $80k

     ...clients to help them achieve their financial goals. Key responsibilities...  ...with clients to review financial and investment goals, building a financial plan, and recommending brokerage products...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)... 
    Retirement
    Temporary work
    Shift work
    Day shift

    Bank of America

    Woodridge, IL
    6 days ago
  •  ...the link below to review our Investment Professionals' incentive...  ...to?helping clients own their financial futures. In this exciting role...  ...wealth management and financial planning advice. Over time, you'll...  ...of our clients including: Retirement Planning, Education Planning... 
    Retirement

    Charles Schwab

    Naperville, IL
    5 days ago
  •  ...Morgan Chase is looking for a passionate Financial Advisor in Naperville, IL, who can...  ...client relationships and provide tailored investment solutions. The role requires strong...  ...benefits like comprehensive health coverage, retirement plans, and tuition reimbursement. This is an... 
    Retirement

    Fairygodboss

    Naperville, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Associate | Retirement & Investments. Be the first to apply!