About the Firm
TalentLink Solutions is a family-owned, successful, and growing financial planning practice based in Rockford, Illinois (ZIP 61108). We have a proud history of helping clients and their families achieve their goals through comprehensive planning and thoughtful, strategic guidance across every stage of life and across generations. Our approach goes beyond surface-level solutions; we take the time to understand the full story of each client and apply deep expertise across financial planning, retirement planning, tax and estate strategies, investment management, insurance analysis, and more. Integrity, support, and experience define who we are and how we serve our clients.
Position Overview
The Associate Advisor plays a pivotal support role within the advisory team, client base, and the broader firm. The position is designed to amplify the effectiveness of our client-facing advisors by owning essential planning, analysis, and coordination tasks while also aiding core business operations that keep the firm running smoothly. Acting as an extension of the advisory team, the Associate Advisor handles financial data gathering and analysis, inputs into planning software, research on complex planning scenarios, and the creation of polished client-facing materials. The role requires collaborating with internal teammates and external professionals to ensure client plans are implemented accurately and efficiently. The ideal candidate is highly organized, meticulous, and enjoys working with people. You are an active listener who anticipates needs, follows through on commitments, and takes pride in seeing plans executed and clients well cared for. Strong communication, efficiency, and a high standard for accuracy are essential, as the quality of this work directly impacts client outcomes.
Responsibilities
- Client & Advisor Support
- Assist the advisory team by preparing accurate, professional documentation and presentation materials for prospect and client meetings
- Review and verify meeting notes prepared by the Advisor and designated notetaker; assign resulting action items to the appropriate team members through the firm’s contact management system
- Complete assigned action items in line with firm processes and procedures
- Financial Planning & Analysis
- Coordinate the development of financial plans, including initial data entry, scenario analysis, and ongoing plan updates
- Collaborate with the advisory team to help clients set short-term and long-term financial goals—retirement planning, investment growth, education funding, estate planning, tax optimization, and risk mitigation
- Continuously monitor financial plans and client data, updating as needed to reflect changes in client circumstances or planning assumptions
- Research & Case Support
- Perform research and analysis on investment products and planning strategies; evaluate potential solutions and present findings to the advisory team
- Assist in assessing clients’ current financial situations and needs related to insurance coverage, tax planning, retirement planning, estate planning, and risk management, providing analysis and recommendations for advisor review
- Investigate complex client scenarios, define appropriate resolution steps, and help set client expectations in a timely and professional manner
- Coordination & Operations
- Maintain client data across multiple platforms to ensure accuracy, consistency, and continuity
- Collaborate effectively with third-party professionals and service providers—including custodians, insurance companies, attorneys, accountants, and other financial services organizations—to gather documentation, resolve discrepancies, and support client planning needs
- Take on additional support duties as needed, such as handling paperwork processing, scheduling, and other client service-related tasks
Qualifications
Required: Bachelor’s degree in finance, financial planning, or a related field