Associate Financial Advisor: Client Growth & Planning

Benjamin F. Edwards; Naperville (IL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health, dental, vision

401(k)

Life insurance

Disability

Paid time off

Job summary

Benjamin F. Edwards in Naperville, IL is seeking an Associate Financial Advisor to support lead advisors in developing and delivering financial plans using MoneyGuidePro 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

Qualifications

• Bachelor’s degree in finance, economics, or related field.

Responsibilities

• Assist lead advisors in client meetings and reports.
• Gather financial information and develop plans using MoneyGuidePro.
• Monitor portfolios and identify opportunities.
• Support marketing campaigns and events.
• Develop understanding of firm policies and capabilities.

Skills

Analytical skills

Client service

Interpersonal skills

Communication skills

Education

Bachelor’s degree in finance, economics, or related field

3-5 years of experience in financial services

Securities licensing (SIE/Series 7, and 63/65 or 66) required

CFP certification progression preferred

Tools

MoneyGuidePro

Orion Wealth Management Platform

Salesforce CRM

NetX360 (Pershing)

Job description

Benjamin F. Edwards in Naperville, IL is seeking an Associate Financial Advisor to support lead advisors in developing and delivering financial plans using MoneyGuidePro 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