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Advisor Assistant Jobs in Chicago, IL (NOW HIRING)

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 ...

L2tmedia.com

Digital Advisor

Evanston, IL · On-site

The Digital Advisor will advise clients on their digital marketing strategy with focus on the ... Work with SEM Managers to assist in resolving minor issues that arise within a client's campaign or ...

Powers Health

Provider Advisor

Hobart, IN · On-site

Provider Advisor Location: St. Mary Medical Center - Hobart, IN 46342 Position Summary : The ... Graduate of an accredited Physician Assistant (PA) school. Completion of an Accreditation Review ...

Powers Health

Provider Advisor

Hobart, IN · On-site

$52.89 - $78.85/hr

Provider Advisor Location: St. Mary Medical Center - Hobart, IN 46342 Position Summary : The ... Graduate of an accredited Physician Assistant (PA) school. Completion of an Accreditation Review ...

DTS FINANCIAL ADVISORS, LLC

Be Seen First

Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

Prior financial advising or tax experience is not required --we are willing to train the right ... Meet with clients to understand their financial goals, needs, and priorities. * Assist with ...

L2tmedia.com

Digital Advisor

Evanston, IL · On-site

The Digital Advisor will advise clients on their digital marketing strategy with focus on the ... Work with SEM Managers to assist in resolving minor issues that arise within a client's campaign or ...

Kestra Holdings

Service Advisor

Lincolnshire, IL · On-site

$90 - $120/hr

Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks * Assist the Lead Advisor in implementing tax‑efficient financial plans * Prepare and present ...

Kith

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as ... Greet, assist, and provide best-in-class customer service to all Kith clients & customers. * Foster ...

Kith

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as ... Greet, assist, and provide best-in-class customer service to all Kith clients & customers. * Foster ...

Regal Securities, Inc.

Wealth Advisor

Glenview, IL · On-site

We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team ...

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Showing results 21-40

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Chicago, IL

Advisor Assistant information

See Chicago, IL salary details

$29.4K

$55.9K

$93.7K

How much do advisor assistant jobs pay per year?

As of Sep 3, 2026, the average yearly pay for advisor assistant in Chicago, IL is $55,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $64,900.00 per year, depending on experience, location, and employer.

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 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 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 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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

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 2% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $55,924 per year, or $26.9 per hour.

Financial Advisor Support Coordinator

Alliant

Chicago, IL • On-site

$52K - $81K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 24 days ago

Alliant Insurance Services rating

8.7

Company rating: 8.7 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

72nd of 315 rated insurance

Job description

Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.
Essential Responsibilities
  • Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
  • Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
  • Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
  • Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. Provide administrative support for the retirement and investment services program.
  • Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff referrals and work with staff to ensure that they understand the referral process.
  • Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
  • Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years of Experience
  • Minimum - High School or Equivalent
  • Minimum 2 Years Customer service, sales or related
  • Financial Advisor support a plus

Compensation & Benefits:
Typical hiring range: $52,300.00 to $81,300.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
  • Annual performance bonus
  • Work from home up to 3 days a week
  • Paid parental leave
  • Employee discount programs
  • Time off including paid personal and sick days
  • 11 paid holidays
  • Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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