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Associate Advisor Jobs in Illinois (NOW HIRING)

Lenox Advisors

Financial Advisor - Chicago

Chicago, IL · On-site

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help ... fellow associates Who do you need to be? A strong relationship-builder who takes a client-first ...

Lenox Advisors

Financial Advisor - Chicago

Chicago, IL · On-site

$60K - $100K/yr

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help ... fellow associates Who do you need to be? A strong relationship-builder who takes a client-first ...

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 Banking Advisor

Chicago, IL · On-site

The Associate Banking Advisor will be responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing.

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 ...

Northern Trust

Associate Banking Advisor

Chicago, IL · On-site

The Associate Banking Advisor will be responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing.

Northern Trust

Associate Banking Advisor

Chicago, IL · On-site

The Associate Banking Advisor will be responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing.

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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 Sep 2, 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 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 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 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 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, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,271 per year, or $25.1 per hour.

Associate Wealth Advisor - Hightower Signature Wealth

Hightower

Downers Grove, IL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management
What You'll Do
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
  • Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
  • Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
  • Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
  • Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
  • Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
  • Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
  • Serve as a trusted point of contact for clients while developing relationship management and advisory skills
  • Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
  • Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
  • Stay current on financial planning concepts, investment strategies, and industry developments
  • Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
  • Develop relationship management and business development skills through direct client and prospect interaction.
  • Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
  • Support networking, referral, and community engagement initiatives that contribute to firm growth.
  • Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
  • Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

What You'll Bring
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
  • CFP® designation completed, in progress, or willingness to pursue
  • Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
  • Strong analytical and problem-solving skills with the ability to interpret complex financial information
  • Excellent verbal and written communication skills with a client service mindset
  • Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
  • FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
  • Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
  • Interest in business development, networking, and cultivating long-term client partnerships

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • In-office four days a week and work from home one day a week
  • Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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