Skip to main content

This job has expired

Financial Planner Associate

The Next Level Planning Group, LLC
Chicago, Illinois; Remote
• $60,000 - $80,000 base salary commensurate with experience, licenses, and designations plus bonus
Closing date
May 29, 2024

View more

Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Do You:

  • Love displaying craftsmanship through the art and science of financial planning?
  • Demonstrate human touch in your work with clients and your relationships with your coworkers?
  • Thrive in a team play environment?
  • Communicate courageously with those around you?
  • Display reliability in all that you do?

If these questions resonate with you, the Financial Planner Associate position with The Next Level Planning Group (TNLPG) could be the right fit for you. TNLPG’s purpose is to add meaningful value to people’s lives by helping them make and execute great financial decisions. This focus enables us to positively impact the lives of hundreds of clients across the United States. To that end, we are looking for an individual to join our team who is eager to continue learning the ins and outs of financial planning while making an impact in a growing firm by helping us meet the demand for our services.



  • This is a W-2, full-time position with work hours of 8 AM – 5 PM (CST).
  • TNLPG is a remote-first company based in Chicago, IL, with quarterly in-person team meetings. We strongly prefer candidates who reside in or around the surrounding areas of Chicago.
  • We are pleased to provide TNLPG team members with generous benefits including 401(k) employer match, flexible PTO, health insurance, HSA/FSA options, disability insurance, home office equipment, professional development stipend, work travel stipend, wellness program rewards, and charitable donation matching.
  • $60,000 - $80,000 base salary commensurate with experience, licenses, and designations plus bonus opportunities.
  • Preferred start date is July 8th, 2024.


About the Role

The essence of the Financial Planner Associate role:

  • Prepare for client meetings
  • Identify planning opportunities and generate advice
    • Build and stress test financial planning models
    • Review tax returns and generate tax projections
    • Review the client’s overall situation and generate recommendations
    • Prepare rebalancing recommendations for clients’ portfolios and place trades
  • Prepare proposals for prospects and full financial plans for new clients
  • Support lead advisors by attending client meetings, taking notes, and assisting with follow-up tasks
  • Complete financial planning department projects such as preparing tax emails for clients, processing RMDs, etc.


Career Progression

We currently envision the Planner Associate role as the second step in a career path toward becoming a Financial Planner.

  1. Financial Planning Analyst – Develops technical financial planning skills and knowledge.
  2. Financial Planner Associate – Translates technical skills and knowledge into financial planning advice.
  3. Financial Planner – Delivers financial planning advice to the client.


About You


  • Bachelor’s degree is required.
  • Minimum of 2+ years of technical financial planning work experience.
  • Series SIE, 7 and 66, Life and Health licenses are required or must be obtained within 1 year from the employment start date.
  • CFP® Certification is preferred.

Successful Planner Associates at TNLPG:

  • Have and maintain a high degree of integrity and orientation toward client service.
  • Possess excellent organizational and time-management skills with the ability to work independently and manage multiple tasks under tight deadlines.
  • Demonstrate a high level of attention to detail, reliable execution, and excellent quality of work.
  • Can communicate clearly, respectfully, and with correct grammar in both written and verbal form.
  • Are proficient in using various technology platforms including Microsoft Suite, Zoom, RedTail, eMoney, Holistiplan, and more.
  • Strongly align with TNLPG’s Core Values.

To learn more about TNLPG, visit our website.


To Apply

To begin the process, please submit the following two items by email to :

1.  Your resume

2.  Your cover letter should include answers to the following questions:

  • What is it about the Planner Associate position that interests you?
  • What is it about you that should interest us?


Equal Opportunity Employer.

Candidates may be required to pass a drug test and background check.


Registered associates of The Next Level Planning Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies.  The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp.


Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert