ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Illinois

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Illinois

Associate Financial Representative information

See Illinois salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Illinois is $25.50, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.90 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Illinois?

The most popular types of Financial Representative jobs in Illinois are:

What are popular job titles related to Associate Financial Representative jobs in Illinois?

For Associate Financial Representative jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Illinois look for?

The top searched job categories for Associate Financial Representative jobs in Illinois are:

What cities in Illinois are hiring for Associate Financial Representative jobs?

Cities in Illinois with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Illinois as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $53,033 per year, or $25.5 per hour.

Associate - Financial Advisory Services

Huntington National Bank

Chicago, IL • On-site

$114K - $125K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 14 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

66th of 174 rated banks

Job description

Description
Summary:
As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving their overall performance. You will rely on your analytical skills and strong understanding of accounting and finance when you work on projects in transaction advisory. turnaround, restructuring, bankruptcy and performance improvement. Typical responsibilities will include:
Duties and Responsibilities:
Transaction Advisory:
  • Analyze historical financial results to identify normalized earnings, working capital trends, and key diligence findings
  • Assist in the preparation of Quality of Earnings (QoE) reports, including revenue, margin, and EBITDA analyses
  • Identify and quantify adjustments related to non-recurring items, accounting policy differences, and operational inefficiencies
  • Evaluate working capital targets and drivers, including seasonality and normalization
  • Support client interactions, data requests, and management interviews during buy-side and sell-side diligence processes

Corporate Restructuring & Turnaround:
  • Perform cash flow forecasting, liquidity analysis, and short-term cash management assessments (13-week cash flow models)
  • Analyze capital structures and debt agreements to identify risks, covenant constraints, and restructuring alternatives
  • Support development of turnaround plans, cost reduction initiatives, and operational improvement strategies
  • Assist with stakeholder communications, including lenders, creditors, and investors
  • Assisting in the bankruptcy preparation and administration for clients
  • Conduct scenario analysis to evaluate restructuring outcomes and strategic alternatives

Financial Modeling & Analysis:
  • Build and maintain financial models including projections, sensitivity analyses, and scenario modeling
  • Perform variance and trend analyses across revenue streams, cost structures, and key financial KPIs
  • Support development of business plans, forecasts, and performance dashboards

Data Analytics & Process Improvement:
  • Utilize data analytics tools (e.g., Excel, Power BI, Alteryx) to analyze large datasets and identify trends
  • Assist in automating and improving financial reporting and diligence workflows
  • Evaluate internal controls and financial reporting processes, particularly in distressed or underdeveloped environments

Basic Qualifications:
  • BA/BS degree Accounting, Finance, or other analytical fields.
  • 2-4 years of experience in corporate restructuring, investment, accounting, and/or consulting

Preferred Qualifications:
  • MBA/ MS in Accounting, Finance, or other analytical fields.
  • Advanced foundation in Microsoft Excel and PowerPoint.
  • Foundational understanding of operational & financial restructuring, debtor and creditor.
  • Understanding and analysis of financial statements.
  • Ability to design, build and use comprehensive integrated financial models.
  • Work well against deadlines and stay on task while supporting multiple work streams.
  • Can function well under pressure and work independently while knowing when to ask for guidance.
  • Creative problem-solving & critical thinking skills with the ability to process alternative solutions.
  • Strong oral communication and business writing skills.
  • Excellent attention to detail, leadership skills and work ethic.
  • Willingness to travel (25-50%).
  • Must be authorized to work in the United States - E-Verify Employer.
  • Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$114,000-$125,000 annual base salary
The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

What Huntington National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply