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Entrylevel Financial Coach Jobs in Addison, IL (NOW HIRING)

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is ... Ideal Candidate The ideal candidate is someone who is curious, coachable, trustworthy, and ...

Delhi Financial Services LLC

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Remote Entry Level Financial Professional

Chicago, IL · Remote

$30K - $200K/yr

About the Opportunity We are looking for motivated, coachable individuals who are ready to build a meaningful career in financial services. As a Financial Professional with Delhi Financial Services ...

New

Delhi Financial Services LLC

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Remote Entry Level Financial Professional

Chicago, IL · Remote

$30K - $200K/yr

About the Opportunity We are looking for motivated, coachable individuals who are ready to build a meaningful career in financial services. As a Financial Professional with Delhi Financial Services ...

New

Delhi Financial Services LLC

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Remote Entry Level Financial Professional

Chicago, IL · Remote

$30K - $200K/yr

About the Opportunity We are looking for motivated, coachable individuals who are ready to build a meaningful career in financial services. As a Financial Professional with Delhi Financial Services ...

New

Integrityfex

Entry Level Sales Agent

Lincolnshire, IL · Remote

... financial future through life insurance and related insurance products. No prior insurance ... If you're self-motivated, coachable, and enjoy helping people, we'd like to hear from you. What You ...

Integrityfex

Entry Level Sales Agent

Brookfield, IL · Remote

... financial future through life insurance and related insurance products. No prior insurance ... If you're self-motivated, coachable, and enjoy helping people, we'd like to hear from you. What You ...

Integrityfex

Entry Level Sales Agent

Schaumburg, IL · Remote

... financial future through life insurance and related insurance products. No prior insurance ... If you're self-motivated, coachable, and enjoy helping people, we'd like to hear from you. What You ...

Integrityfex

Entry Level Sales Agent

Chicago, IL · Remote

... financial future through life insurance and related insurance products. No prior insurance ... If you're self-motivated, coachable, and enjoy helping people, we'd like to hear from you. What You ...

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Showing results 1-20

All JobsEntrylevel Financial Coach JobsEntrylevel Financial Coach Jobs in Addison, IL

Entrylevel Financial Coach information

See Addison, IL salary details

$5

$23

$29

How much do entrylevel financial coach jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for entrylevel financial coach in Addison, IL is $23.07, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $26.97 per hour, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Coach vs Financial Advisor?

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Addison, IL?

For Entrylevel Financial Coach jobs in Addison, IL, the most frequently searched job titles are:

What job categories do people searching Entrylevel Financial Coach jobs in Addison, IL look for?

The top searched job categories for Entrylevel Financial Coach jobs in Addison, IL are:

What cities near Addison, IL are hiring for Entrylevel Financial Coach jobs?

Cities near Addison, IL with the most Entrylevel Financial Coach job openings:

Entrylevel Financial Coach jobs near you
Infographic showing various Entrylevel Financial Coach job openings in Addison, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $47,985 per year, or $23.1 per hour.

Entry-Level Financial Advisor & Tax Preparation

DTS FINANCIAL ADVISORS, LLC

Schaumburg, IL • On-site

$55K - $65K/yr

Full-time

Retirement, PTO

Posted 10 days ago

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Job description

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part of the role.

This is an excellent opportunity for someone who enjoys working with people, has an interest in personal finance, and wants to develop a broad understanding of financial planning, investments, retirement strategies, and tax preparation. Prior financial advising or tax experience is not required—we are willing to train the right candidate.


Key Responsibilities

  • Meet with clients to understand their financial goals, needs, and priorities.
  • Assist with developing financial plans and recommendations under appropriate supervision.
  • Learn and explain basic financial products, retirement strategies, investments, insurance, and other planning concepts.
  • Assist with client onboarding, account paperwork, documentation, and follow-up.
  • Learn the fundamentals of individual income tax preparation.
  • Communicate with clients to gather necessary financial and tax information.
  • Stay current with relevant financial and tax rules, regulations, and industry developments.
  • Maintain accurate and confidential client records.
  • Participate in ongoing training and professional development.
  • Follow all applicable compliance, privacy, and regulatory requirements.


Qualifications


Required:

  • Bachelor's degree in finance, accounting, business, or a related field preferred.
  • Strong interest in financial planning and tax preparation.
  • Excellent communication and interpersonal skills.
  • Professional demeanor and commitment to providing excellent client service.
  • Ability to handle confidential financial information responsibly.


Preferred, but not required:

  • Internship or coursework in finance, accounting, or business.
  • Customer service, sales, banking, accounting, or financial services experience.
  • Experience with tax preparation software.
  • Progress toward industry licenses or professional credentials.
  • Basic knowledge of individual income taxes and personal financial planning.


What We Offer

  • Comprehensive training in financial advising and tax preparation.
  • Exposure to both financial planning and tax services.
  • Support for obtaining applicable industry licenses and credentials.
  • A collaborative and client-focused work environment.
  • Opportunities to develop a long-term career in financial services.


Ideal Candidate

The ideal candidate is someone who is curious, coachable, trustworthy, and motivated to grow. You do not need to know everything on day one. We are looking for someone who is willing to learn, enjoys helping people, pays attention to details, and wants to develop expertise in both financial advising and tax preparation.


If you're looking for an opportunity to start a career in financial services while developing valuable tax preparation skills, we'd love to hear from you.


Equal Opportunity

We are an equal opportunity employer and consider qualified applicants without regard to legally protected characteristics under applicable federal, state, or local law.