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Financial Planning Analyst - Advisor Career Track
Help Families Pursue Contentment, Generosity, and Purpose We believe financial planning is about more than charts and returns — it’s about helping people live generously, steward wisely, and experience contentment with what they have. As a Financial Planning Analyst on the Advisor Career Track, you’ll be central to delivering that mission. You will learn the Purposeful Wealth planning process from the ground up — from tax and cash-flow analysis to advanced retirement modeling and workflow automation — with the potential to grow into a lead advisor role over time. | Who We Are Purposeful Wealth is a wealth management and financial planning firm located in Palatine, IL. We have carefully selected around two hundred families to work with, adding just a few new families each year. These families are spread across 24 states and entrust us with over $430 million to manage. Learn about how we view financial planning and investment management |
You Might Be a Great Fit If...
- You are detail-obsessed — you can spot a missing signature or bad file name from 10 feet away.
- You are tech-confident — multiple platforms and workflows energize you rather than overwhelm you.
- You love problem-solving — if something is inefficient, you’re already thinking about how to improve it.
- You believe financial planning isn’t about selling — it’s about genuinely improving clients’ lives.
- You enjoy collaborating with advisors, CPAs, attorneys, and custodians to get things right.
- You don’t just check off tasks — you want to understand the why behind them.
This role is not for you if:
- You dislike working inside detailed systems, processes, and workflows.
- You avoid new software or expect others to handle the tech.
- You want to be in front of clients now, but don’t love the backstage work that builds expertise.
What You'll Do
You will support advisors and planners in every stage of serving clients — ensuring our analysis, systems, and deliverables are accurate, timely, and aligned with Purposeful Wealth standards.
Financial Planning & Analysis
- Review and process tax returns; track amendments
- Run planning scenarios (retirement, Social Security, Roth conversions, education, HSA strategies)
- Over time, implement planning scenarios in FP Alpha
- Paystub reviews, SPD reviews, estate document summaries
- Track and optimize HSA usage, contribution limits, and reimbursement documentation
- Research real-estate items: ownership, property tax exemptions, senior freeze, etc.
- Support Social Security claiming analysis and filing coordination
Planning Software & Data Systems
- Income Lab: monitor aging dynamic plans, surface needed updates
- eMoney: manage client portal, connection integrity, refresh issues, and data hygiene
- 529 Accounts: review allocation, confirm compliance with objectives, implement updates
- Ensure clean, consistent data across SharePoint, Salesforce, Orion, and custodian portals
Investment Operations Support
- Orion Eclipse workflows:
- Fee-change updates
- Systematic cash out / money movement
- Daily trading alerts
- Portfolio audits: new accounts, householding, product/price validations
- Reporting: monthly & quarterly report prep
- Support for ASTRO direct indexing
Client Experience & Meeting Support
- Meeting preparation: agendas, projections, deliverables, checklists
- Populate CRM fields with all new and updated data
- Draft follow-up emails that reflect our tone: wise, empathetic, clear
- Request missing documents and coordinate with:
- CPAs for tax filings
- Attorneys for estate updates
- Insurance brokers for policy information
- Support onboarding new clients using established workflows
Requirements
Must Have
- Bachelor’s degree, preferably in finance, accounting, economics, or related field
- Strong comfort with technology
- High attention to detail; ability to follow processes precisely
- Excellent written and verbal communication skills
- Curiosity — a desire to learn the “why” behind planning decisions
- Professionalism, integrity, and desire to serve people well
Bonus / Nice to Have
- Experience in a financial planning or RIA environment
- Familiarity with any of the following:
Income Lab, Orion, Eclipse, eMoney, DocuSign, SharePoint, Salesforce, FP Alpha - Progress toward CFP® certification or interest in pursuing it
Work Environment
- In-office in Palatine, IL to collaborate closely with the advisor team
- Full-time role with career advancement opportunities
Compensation & Benefits
- Competitive salary commensurate with experience.
- Health insurance, 401(k) with 6% match and profit-sharing, PTO, all NYSE holidays
How to Apply
Click the button at the top of the page to send us your resume and a brief note sharing:
- Why this role and our mission resonate with you
- An example of a time you used technology to improve a process or solve an operational problem