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Associate Financial Advisor Jobs in Crown Point, IN

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and ...

Thrivent

Client Services Administrator

Crete, IL · On-site

The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the ...

Wintrust

Financial Assistant

Frankfort, IL · On-site

$20.20 - $24.04/hr

As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor. * Help in delivering client investment solutions by providing a full complement of administrative support ...

Wintrust

Financial Assistant

Frankfort, IL · On-site

We employ approximately 300 associates and are responsible for more than $25+ billion of client ... Prep Financial Advisor for client review meetings, including preparing presentations and updating ...

Thrivent Financial

Market Developer

Chicago, IL

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

TCS Education System

Financial Aid Advisor

Chicago, IL · On-site

$20.75 - $26.75/hr

This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...

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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.

Client Service Administrator - Maar Financial Group

Thrivent Financial for Lutherans

Crown Point, IN • On-site

$46K - $58K/yr

Other

Medical, Retirement

Re-posted 8 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Client Service Administrator

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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