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Associate Advisor Jobs in Brookfield, IL (NOW HIRING)

Brighton Jones

Advisor - Chicago

Chicago, IL · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Chicago

Chicago, IL

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Chicago

Chicago, IL · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Baird

Associate Financial Advisor

Chicago, IL · On-site

$68K - $92K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

New

Bessemer Trust

Associate Client Advisor

Chicago, IL · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Brookfield, IL

Associate Advisor information

See Brookfield, IL salary details

$12

$26

$45

How much do associate advisor jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for associate advisor in Brookfield, IL is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $29.90 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 job categories do people searching Associate Advisor jobs in Brookfield, IL look for?

The top searched job categories for Associate Advisor jobs in Brookfield, IL are:

What cities near Brookfield, IL are hiring for Associate Advisor jobs?

Cities near Brookfield, IL with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Brookfield, IL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $54,102 per year, or $26 per hour.

Wealth Management Associate-Kansas City

RK Partners

Chicago, IL • On-site

$60K - $65K/yr

Full-time

Medical, Life

Re-posted 21 days ago

Job description

Associate Advisor
Schedule: Monday-Friday, 7:00 AM-4:00 PM (In-Office)
About the Opportunity
We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client experience. This individual will serve as a trusted point of contact for clients, helping answer questions, coordinate service needs, and ensure seamless follow-through after client meetings and annual reviews.
This is an excellent opportunity for someone looking to grow their career in financial services with a firm that invests in professional development, including sponsorship and payment for required industry licensing.
Licensing & Development Support
The firm will sponsor and cover the cost of obtaining:
  • Series 7 or Series 6
  • Series 63
  • Life & Health Insurance License
Compensation
  • $60,000-$65,000 base salary
  • Bonus potential
Key Responsibilities
  • Serve as a primary point of contact for clients, providing timely responses, updates, and a high level of service.
  • Support Lead Advisors with client meeting preparation, follow-up items, and ongoing account servicing needs.
  • Manage client requests including paperwork, account transfers, distributions, and account updates with accuracy and efficiency.
  • Track and follow through on action items resulting from annual reviews and client conversations.
  • Maintain accurate client records within CRM and internal systems.
  • Communicate proactively with clients to ensure they feel informed and supported throughout the planning process.
  • Partner with internal team members to resolve client needs and improve service processes.
  • Participate in ongoing training and licensing development to expand financial services knowledge.
What You Bring
  • 1+ years of experience in financial services, wealth management, banking, insurance, or a related field.
  • Strong interest in building a long-term career within the financial services industry.
  • Excellent written and verbal communication skills.
  • Strong attention to detail with the ability to manage multiple priorities.
  • A client-first mindset with a genuine desire to help others achieve financial confidence.
  • Professionalism and discretion when handling confidential client information.
  • A proactive approach to problem-solving and ownership of tasks.
  • Ability to work collaboratively in a team-oriented environment.

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