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Associate Financial Advisor Jobs in Crown Point, IN

HUB International

Associate Financial Manager

Chicago, IL · On-site

$60 - $65/hr

The Associate Financial Manager is responsible for assisting the Financial Management Group in the ... In a rapidly changing world, we advise businesses and individuals on how to prepare for the ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Crown Point, IN

Associate Financial Advisor information

See Crown Point, IN salary details

$36.5K

$63.7K

$106.7K

How much do associate financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial advisor in Crown Point, IN is $63,721.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,300.00 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 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 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 popular job titles related to Associate Financial Advisor jobs in Crown Point, IN?

For Associate Financial Advisor jobs in Crown Point, IN, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Crown Point, IN look for?

The top searched job categories for Associate Financial Advisor jobs in Crown Point, IN are:

What cities near Crown Point, IN are hiring for Associate Financial Advisor jobs?

Cities near Crown Point, IN with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Crown Point, IN as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $63,721 per year, or $30.6 per hour.

Senior Financial Advisor

AFIN Family Wealth Management Inc.

Orland Park, IL • On-site

$500K/yr

Full-time

Medical, Dental, Retirement

Re-posted 6 days ago

Key responsibilities

  • Develop and implement comprehensive financial plans tailored to individual and business client needs.

  • Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management.

  • Conduct regular financial reviews to assess client portfolios and recommend adjustments as necessary.

Job description

AFIN Family Wealth Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses. We pride ourselves on making financial planning both understandable and accessible by offering personalized, hands-on service tailored to the unique needs of each client. We are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate will play a critical role in delivering comprehensive financial strategies that help our clients achieve their financial goals. This position requires a deep understanding of financial products, excellent interpersonal skills, and a commitment to providing exceptional client service. As a Senior Financial Advisor at AFIN Family Wealth Management, you will work closely with clients to develop and implement customized financial plans, monitor their progress, and provide ongoing advice and support. You will also collaborate with a team of dedicated professionals who share your passion for empowering clients through informed financial decision-making. Join us to be part of a firm that values integrity, professionalism, and a client-centered approach, and contribute meaningfully to the financial well-being of our diverse clientele in an innovative and supportive environment.


Responsibilities
  • Develop and implement comprehensive financial plans tailored to individual and business client needs.
  • Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management.
  • Build and maintain strong, long-lasting client relationships based on trust and exceptional service.
  • Conduct regular financial reviews to assess client portfolios and recommend adjustments as necessary.
  • Collaborate with internal teams and external partners to deliver holistic financial solutions.
  • Stay informed of market trends, regulatory changes, and new financial products to ensure clients receive current advice.
  • Mentor junior advisors and contribute to the continuous improvement of the firm’s advisory processes.

Requirements

  • Established Portable Book of Business: Must possess an active, portable book of business generating a minimum of $50 Million in AUM and/or $500,000 in gross annual revenue (GDC or advisory fees).
  • Bachelor’s degree in finance, economics, business, or a related field; advanced certifications such as CFP or CFA preferred.
  • Minimum of 5 years of experience as a financial advisor or similar role within the financial services industry.
  • Strong knowledge of investment products, financial planning principles, tax laws, and estate planning techniques.
  • Exceptional communication and interpersonal skills with the ability to explain complex financial concepts clearly.
  • Proven ability to develop and maintain client relationships and grow a client base.
  • Demonstrated analytical and problem-solving skills with keen attention to detail.
  • High ethical standards and commitment to acting in the best interests of clients at all times.

Benefits

The AFIN Advantage
  • Turnkey Operations & Administrative Support: Focus on client relationships and transition management while our experienced backend team handles onboarding, billing, and administrative execution.
  • Junior Advisor Integration: Leverage our associate advisors to handle day-to-day planning, prep work, and routine client servicing to free up your growth capacity.
  • Open Architecture Platform: Unbiased investment options giving you complete flexibility to act in your clients' best interests and ease transition hurdles.
  • Succession Security: Built-in continuity planning and succession models to protect your clients and secure the long-term equity value of your practice.
  • Professional Office Space: Access to high-end, client-ready physical locations across Oak Brook, Northfield, Orland Park, and Munster.
  • Book Ownership: Full ownership and portable equity in the business you build and bring.
Institutional Support & Platform Ecosystem

We arm our senior advisors with best-in-class platform support, allowing you to deliver institutional-caliber solutions without operational or administrative headaches:

  • Full RIA Infrastructure: Complete compliance oversight, back-office administration, and institutional trading tools—enabling a pure fee-based advisory focus
  • Advanced Brokerage & Annuity Solutions: Platform access to Variable Annuities (VAs), fixed/indexed annuities, and customized risk-mitigation solutions for high-net-worth clients.
  • Turnkey Life Insurance & Estate Planning: Institutional life insurance distribution, advanced underwriting support, and comprehensive wealth protection tools.
  • Property & Casualty Brokerage Network: Dedicated partner networks to solve complex personal and commercial risk management needs for your clients.
Benefits & Compensation Structure
  • Competitive Compensation & Payouts: Competitive payout structure with performance-based bonuses aligned with production and practice growth.
  • 100% Practice Portability: Retain full ownership and equity in your self-generated client relationships.
  • Comprehensive Healthcare Coverage: Premium health and dental plans to support you and your dependents.
  • 401(k) Retirement Plan with Firm Match: High-impact retirement savings plan with generous company matching contributions to support your personal wealth goals.
  • Administrative & Work-Life Leverage: Scalable operational support and dedicated office infrastructure across all four primary location footprints (Oak Brook, Northfield, Orland Park, and Munster).