Associate Financial Planner

Sullivan Mermel, Inc.
Bridget Sullivan Mermel
3744 N Southport Ave Chicago, IL 60613 Phone: 7734049344 Fax: Bridget Sullivan Mermel
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Position: Associate Financial Planner

Location: Chicago, IL

About Us

We are a small, rapidly growing financial planning firm that offers comprehensive, fee-only financial planning. Our mission is to connect money and meaning to create fulfilling lives. Our office is located in the heart of the Southport Corridor and offers flexible hours, high autonomy, and tremendous opportunities for career growth.

About the Job

Your role includes actively participating in client meetings, preparing tax returns, and analyzing portfolio information using our Excel-based program. In addition, you will take ownership of many elements of the client experience, including managing client relationships between meetings.

About You

You are a positive self-starter who enjoys working in a small, collaborative team environment and wants to grow with the firm. You also have these traits:

• Strong communication skills

• Learns and adapts quickly

• Ambitious

• Excellent follow-through capability

• Accurate, with good attention to detail

• Strong technology related skills

You may also meet these qualifications:

• CFP® designation or completed coursework (a plus)

• CPA or EA (a plus)

• Proficiency with ProSeries and CRM software (a plus)

Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at Please include a cover letter with a one or two sentence description of your all-time favorite job.