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Associate Financial Advisor Jobs in Chicago, IL (NOW HIRING)

RK Partners

Financial Advisor - Licensed

Chicago, IL

$50K - $125K/yr

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... fellow associates Qualifications * Strong interpersonal skills and customer service focus

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Chicago, IL

Associate Financial Advisor information

See Chicago, IL salary details

$39.7K

$69.2K

$116K

How much do associate financial advisor jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial advisor in Chicago, IL is $69,236.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $85,100.00 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 Chicago, IL? The most popular types of Financial Advisor jobs in Chicago, IL are:
What are popular job titles related to Associate Financial Advisor jobs in Chicago, IL? For Associate Financial Advisor jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Chicago, IL look for? The top searched job categories for Associate Financial Advisor jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Associate Financial Advisor jobs? Cities near Chicago, IL with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Chicago, IL as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $69,236 per year, or $33.3 per hour.

Financial Advisor - Licensed

RK Partners

Chicago, IL

$50K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 17 days ago

Job description

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.

Responsibilities

  • Prospecting for clients through referrals, personal observation and networking
  • Developing and maintaining long-term relationships with clients
  • Fact gathering and needs analyses to arrive at client-centric financial solutions
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

  • Strong interpersonal skills and customer service focus
  • Experience working with vlients virtually
  • Market development/networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • BA, BS, and/or graduate degree or equivalent work experience required


Benefits

Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.

In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
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