Hybrid Financial Planning Associate for Wealth Management

Mack & Associates, Ltd.; Elgin (IL); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Generous PTO

Job summary

Mack & Associates, Ltd. in Elgin, IL is seeking a highly analytical Financial Planning Associate to support Financial Advisors and contribute to comprehensive planning. This hybrid role combines in-office collaboration with remote work to deliver a high-touch client experience.

Salary range is $75,000-$80,000 and benefits include medical, dental, and generous PTO. You will assist with financial plan development, client analysis, research, meeting preparation, and coordination of planning

Qualifications

• Exceptional attention to detail with a strong commitment to producing accurate financial information and client materials.

Responsibilities

• Support advisors in building and maintaining client financial plans based on individual goals, circumstances, and financial information.
• Review and interpret client data to assist with identifying planning needs, potential risks, and areas for further analysis.
• Assist with research and preparation related to investment, retirement, insurance, estate, tax, and cash flow planning.
• Organize and develop materials for client meetings, including reports, presentations, account information, and other supporting documents.
• Assist with prospective client opportunities by preparing proposals, conducting research, and compiling relevant financial planning information.
• Work alongside advisors to refine planning strategies, coordinate follow-up activities, and keep client plans updated as circumstances change.
• Communicate with clients regarding planning-related needs, monitor open items, and provide ongoing administrative and planning support.

Skills

Attention to detail

Analytical thinking

Organizational skills

Communication skills

Education

Bachelor’s degree in Finance/Financial Planning

Tools

Financial planning software

Job description

Mack & Associates, Ltd. in Elgin, IL is seeking a highly analytical Financial Planning Associate to support Financial Advisors and contribute to comprehensive planning. This hybrid role combines in-office collaboration with remote work to deliver a high-touch client experience.

Salary range is $75,000-$80,000 and benefits include medical, dental, and generous PTO. You will assist with financial plan development, client analysis, research, meeting preparation, and coordination of planning