ZipRecruiter

Log In

1

Associate Advisor Jobs in Brookfield, IL (NOW HIRING)

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 ...

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 ...

Focus Partners Wealth

Associate Wealth Advisor

Chicago, IL · On-site

$75K - $85K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

Focus Partners Wealth

Associate Wealth Advisor

Chicago, IL · On-site

$85K - $95K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · Hybrid

$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 ...

next page

Showing results 1-20

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 Jul 31, 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 adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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, and why are they important?

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 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 July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $54,102 per year, or $26 per hour.

Wealth Management Associate Advisor

Porte Brown Wealth Management

Elk Grove Village, IL

Other

Re-posted 25 days ago

Job description

Description

The Associate Advisor is a client-facing advisory role within our wealth management team. The position works closely with senior advisors to support the delivery of comprehensive financial planning and a high-quality client experience. This role is intended for a professional looking to expand their involvement in financial analysis, client relationships, and advice implementation while continuing to develop as a trusted advisor.


Key Responsibilities:

  • Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks.
  • Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution.
  • Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives.
  • Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs.
  • Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance.
  • Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives.
  • Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations.


Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm's emerging and smaller client households while continuing to collaborate with the broader advisory team.

Requirements

  • Active FINRA Series 7 and Series 66 licenses required.
  • 2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services.
  • Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management.
  • Working knowledge of Redtail, Nitrogen, MoneyguidePro.
  • Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment.
  • CFP designation preferred but not required.
  • Bachelor's degree in a business-related field preferred.

Apply