1

Associate Financial Representative Jobs in Northbrook, IL

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized ...

Showing results 21-40

Associate Financial Representative information

See Northbrook, IL salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Northbrook, IL is $26.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.52 and $26.11 per hour, depending on experience, location, and employer.

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.

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 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 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 most commonly searched types of Financial Representative jobs in Northbrook, IL? The most popular types of Financial Representative jobs in Northbrook, IL are:
What are popular job titles related to Associate Financial Representative jobs in Northbrook, IL? For Associate Financial Representative jobs in Northbrook, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Northbrook, IL look for? The top searched job categories for Associate Financial Representative jobs in Northbrook, IL are:
What cities near Northbrook, IL are hiring for Associate Financial Representative jobs? Cities near Northbrook, IL with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Northbrook, IL as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,549 per year, or $26.7 per hour.

Associate, Financial Operations & Analysis

Heitman

Chicago, IL โ€ข Hybrid

$70K - $80K/yr

Full-time

Re-posted 3 days ago


Job description

This Opportunity

Our Financial Operations & Analysis department is looking to hire an Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Asset Management, and external service providers. Our team works in a hybrid environment, with 3-days spent working in Heitman's office each week.

Responsibilities include, but are not limited to:

  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities.
  • Learning how to calculate property and debt valuations as well as investment performance metrics.
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations.
  • Reviewing financial statements, supporting schedules, and related footnotes.

Qualifications:

  • Degree in Accounting, Finance, or Real Estate
  • 0 to 2 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
  • A "think outside the box" mindset with a desire to brainstorm creative solutions in our ever-changing industry
  • A fundamental knowledge of Excel

Job Location and Travel

  • This position is based in our Chicago office.
  • Our teams work in a hybrid environment and in-office days vary by team.

We are looking for great candidates who have a unique combination of experiences, traits, and talents. We couldn't describe you in a list of bullet points, so consider this posting a conversation starter. If you check some, but not all, of our boxes, we still want to talk! Please apply for this role if much of this job description describes you.

Right Company, Wrong Role? Check out our other opportunities or refer a friend!

The Firm

Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here.

Total Rewards (Compensation, Benefits & Perks):

At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. When we grow, you grow!

The expected annual base salary range for this role is $70,000-$80,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believes we would pay a qualified candidate for this role at the time of posting (based on a full-time equivalent schedule). Your actual base salary placement will depend on factors such as (but not limited to): your relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition,all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded.

In alignment with our People First core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package. Click here to view the details of our benefits.

Additional Information

Candidates applying for roles requiring travel must hold a valid, non-expired driver's license.


Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.

Employment Type: Full-Time