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The Mather Group

Financial Planning Associate — Wealth Strategy Specialist

The Mather Group, Chicago, Illinois, United States, 60290

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A leading investment advisory firm in Chicago is seeking a detail-oriented Financial Planning Associate to join its growing wealth management team. The successful candidate will collaborate with wealth advisors to create comprehensive financial plans that encompass retirement, tax strategy, estate planning, and investment management. This role requires a bachelor's degree, relevant internship experience, and familiarity with financial tools such as MoneyGuidePro. A competitive salary between $70k-$85k, plus bonuses, is offered for the full-time role. #J-18808-Ljbffr