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Advisor Assistant Jobs in Chicago, IL (NOW HIRING)

MG Financial Inc.

Be Seen First

Financial Advisor Assistant

Northbrook, IL · On-site

$50K - $70K/yr

We are seeking a highly organized, detail-oriented, and client-focused financial advisor assitant to join our wealth management practice in Northbrook, IL. This role serves as the operational ...

Wickstrom Ford

Service Advisor

Barrington, IL · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Wickstrom Ford

Service Advisor

Barrington, IL

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Wickstrom Ford

Service Advisor

Barrington, IL

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Wickstrom Ford

Service Advisor

Barrington, IL

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Wickstrom Ford

Service Advisor

Barrington, IL · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Elmhurst Ford

Service Advisor

Bensenville, IL · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Loyola University Chicago

Senior Academic Advisor

Chicago, IL · On-site

$140K - $141K/yr

Actively assist in the training and mentoring of new student affairs staff, including academic advisors, project coordinators, administrative assistants, etc. * Articulate and support the vision and ...

Loyola University Chicago

ACADEMIC ADVISOR

Chicago, IL · On-site

$43K - $53K/yr

... life goals. * Assist, challenge, and support students in identifying and clarifying academic ... Be a proactive and constructive player within an advising team dedicated to student success.

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Chicago, IL

Advisor Assistant information

See Chicago, IL salary details

$29.4K

$55.9K

$93.8K

How much do advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for advisor assistant in Chicago, IL is $55,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $65,000.00 per year, depending on experience, location, and employer.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.
What are the most commonly searched types of Advisor jobs in Chicago, IL? The most popular types of Advisor jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Advisor Assistant jobs? Cities near Chicago, IL with the most Advisor Assistant job openings:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,924 per year, or $26.9 per hour.

Financial Advisor Assistant

MG Financial Inc.

Northbrook, IL • On-site

$50K - $70K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

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Job description

We are seeking a highly organized, detail-oriented, and client-focused financial advisor assitant to join our wealth management practice in Northbrook, IL. This role serves as the operational backbone of our firm, delivering exceptional administrative support to our advisory team and providing white-glove service to our high-net-worth clients. Duties to include:


  • Client Service & Communication: Serve as the primary point of contact for day-to-day client requests, scheduling reviews, and onboarding new clients.
  • Account Operations: Prepare and process account openings, transfer paperwork (ACATs), money movements (wires, ACH, distribution requests), and beneficiary updates.
  • Meeting Preparation: Assemble financial reports, review agendas, and presentation materials ahead of advisor-client meetings.
  • Compliance & CRM Management: Maintain accurate client records in CRM (Redtail), log communications, and ensure compliance with FINRA/SEC regulations.
  • Administrative Support: Manage calendar scheduling, incoming correspondence, and general office workflow.

Company Description

We are proud to be a women-owned business physically located in Northbrook, Illinois. We are licensed to serve clients in several states. If you are ready to partner with a firm that has your best interests at heart and does so with a personal touch, M-G Financial is here for you!