precise process.
rewarding partnership.

Financial Planning Associate

Reference Number: HRJ1818
Location: Chicago, Illinois

The Judson Group has partnered with a successful investment advisory firm that currently manages over $3B in client assets in the search for a Financial Planning Associate. This individual will be supporting the firm’s financial planning team with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, implementing and preparing financial planning recommendations, and participating in client meetings.

• Work with various financial planning team members to understand client goals
• Analyze client data to understand trends and develop and prepare financial plans and recommendations based on findings
• Perform various analyses including overall asset allocation statements, retirement projections, tax projections, Roth conversion analyses, review of estate plan documents and preparing summaries, education funding analyses, Social Security analyses, gifting opportunities, insurance analyses, etc. to arrive  at client-centric financial solutions and recommendations
• Participate in client meetings, document, and execute meeting follow-up as appropriate

• BA/BS Degree; currently enrolled in CFP certification program or completion of CFP certification
• Series 7 and 66 registrations preferred
• 2+ years of financial services experience
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Competitive compensation, bonus, and benefits package

Chicago, Illinois

Ready to take the next step in your career?  Email your resume in MS Word format to A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.