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

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork 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.

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.

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

Associate Financial Advisor information

See Gurnee, IL salary details

$37K

$64.5K

$108K

How much do associate financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial advisor in Gurnee, IL is $64,459.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $79,200.00 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 Gurnee, IL?

For Associate Financial Advisor jobs in Gurnee, IL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Gurnee, IL look for?

The top searched job categories for Associate Financial Advisor jobs in Gurnee, IL are:

What cities near Gurnee, IL are hiring for Associate Financial Advisor jobs?

Cities near Gurnee, IL with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Gurnee, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $64,459 per year, or $31 per hour.

Financial Advisor

Johnson Financial Group

Racine, WI • On-site

Full-time

Re-posted 8 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this is more than a traditional advisor opening, it's a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to talk with you.
Key Responsibilities
  • Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
  • Achieve significant growth in assets under management and revenue for a profitable book of business.
  • Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
  • Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
  • Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
  • Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
  • Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.

Required Experience
  • Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education.
  • Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
  • Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
  • Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
  • Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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