TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare. We currently serve more than 400 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.
The essence of our Client Service Associate role is:
The primary responsibilities of our Client Service Associates are:
Perhaps equally important to what you will be doing as Client Service Associate is what you will not be expected to do:
In short, our Client Service Associate position is designed to provide an immersive experience in the operations of a thriving and professional comprehensive financial planning firm while playing a pivotal role at the center of our firm’s client service activity.
For a talented candidate, opportunities will abound for training, mentorship, and advancement within our supportive, collegial, and high-performing culture.
All candidates must:
To begin the process, please respond by submitting the two items listed below.
Email to adam.stock@TNLPG.com
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.
Equal Opportunity Employer.
Candidates may be required to pass a drug test and background check. CRN-2614324-062519