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Chicago, Illinois

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Ellenton CPA LLC

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Associate Planner to Associate Advisor Career Track
The Associate Planner role is an integral part of our team serving as the initial connection between our clients and the entire team at Financial Foundations, Inc. (FFI). This great communicator, influencer and enthusiastic person will need a strong drive for learning and will support the vision, positive culture and team spirit across our firm and clients. This foundational position is a 2 to 3 year CFP® professional track geared toward the successful completion of a CFP® professional program and exam with advancement to an Associate Advisor role*. Our Associate Planners are focused 100% on serving and managing our clients collaboratively and exceptionally.  They are responsible for directly working with our Advisors to serve our Tier 1 and 2 clients.  They will support c


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