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Advisor Assistant Jobs in Wheeling, IL (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

Kith Client Advisor Location: Chicago store Status: Full Time or Part Time Compensation: $18.00-$20 ... Greet, assist, and provide best-in-class customer service to all Kith clients & customers. * Foster ...

Be Seen First

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 ...

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Advisor Assistant information

See Wheeling, IL salary details

$29.5K

$56.2K

$94.2K

How much do advisor assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for advisor assistant in Wheeling, IL is $56,164.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $65,200.00 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 Wheeling, IL are hiring for Advisor Assistant jobs?

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

Infographic showing various Advisor Assistant job openings in Wheeling, IL as of August 2026, with employment types broken down into 2% As Needed, 59% Full Time, 36% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $56,164 per year, or $27 per hour.

Home Lending Advisor Assistant-Chicago, IL

JP Morgan Chase

Chicago, IL • On-site

$38K - $47K/yr

Full-time

Medical, Retirement

Re-posted 4 hours ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

71st of 172 rated banks


Job description

Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers. You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers. Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results. 

Job responsibilities

  • Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s). 
  • Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s). 
  • Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing. 
  • Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
  • Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
  • Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
  • Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. 

Required qualifications, capabilities, and skills 

  • Bachelor's degree or equivalent work experience in sales and/or real estate
  • A minimum of four years' work experience in mortgage loan processing
  • Intermediate computer skills (familiar with MS Office products or similar software)
  • Excellent customer service skills 
  • Excellent written/oral communication 
  • Excellent organization skills 
  • Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand

Preferred qualifications, capabilities, and skills

  • Marketing and advertising experience 

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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