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Advisor Assistant Jobs in Geneva, IL (NOW HIRING)

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 · 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 · 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 · 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 ...

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 ...

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 ...

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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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Geneva, IL

Advisor Assistant information

See Geneva, IL salary details

$27.8K

$52.9K

$88.8K

How much do advisor assistant jobs pay per year?

As of Sep 3, 2026, the average yearly pay for advisor assistant in Geneva, IL is $52,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $61,500.00 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 cities near Geneva, IL are hiring for Advisor Assistant jobs?

Cities near Geneva, IL with the most Advisor Assistant job openings:

Advisor Assistant jobs near you

Service Advisor

Wickstrom Ford

Barrington, IL • On-site

Full-time

Medical, Retirement, PTO

Re-posted 20 days ago

Job description

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled.

By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.  Join the Ford Family where we value service to each other and the world as much as to our customers!

Service Advisor Compensation and Benefits:

  • Competitive Pay

  • Health Insurance

  • Vacation Time

  • 401(K)

Service Advisor Responsibilities:

  • Greet customers promptly

  • Obtain customer and vehicle information

  • Clearly report all vehicle symptoms as described by the customer

  • Determine and recommend maintenance base on age, mileage and history of vehicle

  • Prepare a complete and accurate estimate of cost for labor and parts

  • Establish follow up time

  • Monitor the progress of each vehicle throughout the day, and update customers frequently

  • Verify that the final invoice reconciles with the work performed on the repair order

  • Explain all completed work and charges to customers

Service Advisor Requirements:

  • Previous experience at a Ford dealership is a plus

  • Ability to identify the problem quickly

  • Knowledge of automobiles

  • Proven record of achieving exceptional customer satisfaction

  • 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 professional integrity

  • Computer skills and willingness to learn new programs

  • Ability to learn new technology and repair and service procedures and specifications

  • Minimum of 1 year in service department

  • Ability to work in a fast-paced environment

  • Basic computer skills

  • Positive, friendly attitude 

  • High school diploma or equivalent

We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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