Position: Associate Financial Planner

Location: Chicago, IL (hybrid)

 

About the Job

We're looking for a professional who wants to become a financial planner. This is a unique opportunity to join a small, growing firm where you'll gain broad exposure to the business and have a clear path to grow into a lead planner role over time.

 

Your responsibilities will include supporting client relationships, actively participating in client meetings, analyzing financial information, and continuously improving the client experience. In a small firm, everyone wears multiple hats — you'll also handle day-to-day office operations alongside your client-facing work, with increasing planning responsibility as you demonstrate readiness.

 

About You

The ideal candidate is a positive self-starter who likes working in a small, collaborative team environment.

 

Qualifications:

 

Required:

• 5+ years of professional experience.

• Warm, personable, and professional demeanor.

• Skilled user of Microsoft Office applications: Outlook, Word, and Excel.

• Strong attention to detail and follow-through.

• Excellent communication skills.

• Quick learner who learns by doing.

• Drive and initiative — wants to grow with the company.

• Compliance with a background check.

 

Additional qualifications that are helpful but not required:

• Series 65

• CFP® or PFS designation (or coursework partially complete)

• CPA or EA

 

About Us

We are a growing boutique firm that offers comprehensive, fee-only financial planning. Our mission is "Wealth serving happiness". Our office is located in the heart of the Southport Corridor.

 

This is a full-time position with competitive compensation and benefits (details shared during the interview process).

 

Chicago area candidates only. Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.