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Associate Financial Advisor Jobs in Illinois (NOW HIRING)

WestPoint Financial Group

Financial Advisor

Chicago, IL · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...

Blue Trust Inc

Associate Advisor

Deerfield, IL · On-site

$85K - $120K/yr

Prepares customized financial plans and recommendations for delivery to the client. * Develops high ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...

Ronald Blue Trust

Associate Advisor

Deerfield, IL · On-site

$85K - $120K/yr

Prepares customized financial plans and recommendations for delivery to the client. * Develops high ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Lenox Advisors

Financial Advisor - Chicago

Chicago, IL · On-site

$60K - $100K/yr

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... 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

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... 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 ...

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 ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Illinois

Associate Financial Advisor information

See Illinois salary details

$37.3K

$65.1K

$109K

How much do associate financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate financial advisor in Illinois is $65,077.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $79,900.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Illinois? The most popular types of Financial Advisor jobs in Illinois are:
What are popular job titles related to Associate Financial Advisor jobs in Illinois? For Associate Financial Advisor jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Illinois look for? The top searched job categories for Associate Financial Advisor jobs in Illinois are:
What cities in Illinois are hiring for Associate Financial Advisor jobs? Cities in Illinois with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in IL? For Associate Financial Advisor jobs in IL, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Illinois as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, and 10% Hybrid job distribution, with an average salary of $65,077 per year, or $31.3 per hour.

Associate Financial Advisor

Berger Financial Group

Springfield, IL • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 5 days ago

Job description

Description:
This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.
Why work here?
  • Competitive pay
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • Medical, Dental & Vision Plans
  • Health Savings Accounts & Flex Spending Accounts
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:
  • Monday - Friday
  • Hybrid; 4 days ITO, 1 day WFH

Responsibilities:
  • Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
  • Manage the planning process
  • Transition into lead advisor for certain clients when development has reached appropriate level
  • Participate in and conduct client reviews and prepare plan revisions
  • Follow up on client issues and communicate on a timely basis
  • Place trades in client accounts according to BFG models on a timely basis
  • Manage processes through Salesforce
  • Serve as back up to other team members as needed
  • Learn and utilize all firm programs

Requirements:
  • 2-3 years of financial services industry experience, preferably with some involvement in a similar role
  • Series 65 License or CFP required
  • Ability to effectively present information and respond to questions from other staff, clients, and the general public
  • Excellent computer skills with advanced knowledge of the Microsoft Office Suite
  • Experience with Salesforce and eMoney is a plus
  • Ability to seek out solutions and solve problems
  • Highly organized with a strong attention to detail and accuracy

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:
• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation
We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.
The pay range for this role is:
80,000 - 100,000 USD per year (Springfield, IL)
80,000 - 100,000 USD per year (Burlington, VT)

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