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Associate Advisor Jobs in Illinois (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family ...

RK Partners

Service Advisor-Kansas City

Chicago, IL · On-site

$65K - $75K/yr

Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service ...

RK Partners

Service Advisor-Kansas City

Chicago, IL · On-site

Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service ...

RK Partners

Service Advisor-Kansas City

Chicago, IL · On-site

Associate Service Advisor- Mission Woods, MS We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service ...

Keypath Education

Student Advisor

Schaumburg, IL · On-site +1

$48K - $60K/yr

The Advisor retains students from the point of enrollment to program completion and drives ... Provides timely escalations to Associate Director for communication to university partner or ...

Keypath Education

Student Advisor

Schaumburg, IL · On-site +1

The Advisor retains students from the point of enrollment to program completion and drives ... Provides timely escalations to Associate Director for communication to university partner or ...

Keypath Education

Student Advisor

Schaumburg, IL · On-site +1

$48K - $60K/yr

The Advisor retains students from the point of enrollment to program completion and drives ... Provides timely escalations to Associate Director for communication to university partner or ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Illinois

Associate Advisor information

See Illinois salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for associate advisor in Illinois is $25.13, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $28.89 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Illinois? The most popular types of Advisor jobs in Illinois are:
What are popular job titles related to Associate Advisor jobs in Illinois? For Associate Advisor jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Illinois look for? The top searched job categories for Associate Advisor jobs in Illinois are:
What cities in Illinois are hiring for Associate Advisor jobs? Cities in Illinois with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,271 per year, or $25.1 per hour.

Associate Relationship Advisor

Northern Trust

Chicago, IL • On-site

$99K - $169K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
The role encompasses responsibilities for both Account Manager and Associate Relationship Advisor.
Under general supervision (but working independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead Associate Relationship Advisor by collaborating with the service team and appropriate NT resources to ensure timely delivery of quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client.
Role supports other service team client relationships by coordinating account management.
Key Responsibilities Include:
1. Coordinates account management tasks by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements.
2. Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client's needs and goals. Exhibits developing knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. Once trained, exhibits knowledge of goals driven wealth management and holistic advice and ability to begin delivering to clients and prospects.
3. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
5. Exhibits developing knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
6. Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
7. Seeks continued development of fiduciary and advisory skills through training and experience.
The successful candidate will benefit from having:
• Knowledge of trust operations and accounting systems usually acquired through related experience.
• General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions. Understands key business drivers; uses this understanding to accomplish own work.
• Developing knowledge of fiduciary standards and financial products and services, tax, and applicable laws and regulations usually acquired through formal education, training, seminars, law school or related experience is required to service clients and administer accounts.
• Analytical, negotiating, problem solving, and sales skills are necessary to effectively service the client relationship.
• Ability to explain complex information to others in straightforward manner.
• College or university degree &/or relevant proven work experience with client relationships and wealth planning issues preferred
• 3-5 years in fiduciary servicing and personal trust related fields.
Salary Range:
$99,600 - 169,200 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

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