Wealth Planning Associate - Client-Focused Support

Lead Advisor; Elgin (IL); On-site; USD 52,000 - 70,000; Full time

Job summary

Lead Advisor is a wealth management recruiting and consulting firm seeking a Financial Planning Associate in Elgin, IL. This role supports Financial Advisors by preparing planning materials, developing client recommendations, and delivering a high-touch client experience.

The position coordinates with advisors to create comprehensive financial plans, analyzes client data, and ensures accuracy before meetings. 2+ years in financial services preferred; CFP coursework desirable.

Qualifications

• Bachelor's degree preferred in Finance, Financial Planning, Business, Economics or related field.
• 2+ years in financial planning, wealth management, or related financial services role preferred.
• Experience using financial planning software.

Responsibilities

• Prepare client meeting materials (agendas, reports, analyses, presentations).
• Develop comprehensive financial plans and refine recommendations with advisors.
• Prepare proposals for prospective clients and communicate planning matters.
• Coordinate with advisors to meet meeting objectives and deliverables.
• Update plans reflecting goals, life events, and market changes.

Skills

Attention to detail

Critical thinking

Organizational skills

Communication

Project management

Multitasking

High-touch client service

Education

Bachelor's degree in Finance/Financial Planning/Related field

Tools

Financial planning software

Job description

Lead Advisor is a wealth management recruiting and consulting firm seeking a Financial Planning Associate in Elgin, IL. This role supports Financial Advisors by preparing planning materials, developing client recommendations, and delivering a high-touch client experience.

The position coordinates with advisors to create comprehensive financial plans, analyzes client data, and ensures accuracy before meetings. 2+ years in financial services preferred; CFP coursework desirable.