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Financial Advisor Assistant Jobs in Chicago, IL (NOW HIRING)

Lead Advisor

Be Seen First

Financial Advisor

Chicago, IL · On-site

$82K - $120K/yr

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT ...

Alliant

Financial Advisor Support Coordinator

Chicago, IL · On-site

$52K - $81K/yr

Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the ...

Baird

Associate Financial Advisor

Chicago, IL · On-site

$68K - $92K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

UNAVAILABLE

Financial Advisor

Barrington, IL · On-site

$78.94 - $168.31/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

Northwestern Mutual

Financial Advisor

Vernon Hills, IL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Schaumburg, IL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

UNAVAILABLE

Financial Advisor

Deerfield, IL · On-site

$61 - $250/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Chicago, IL · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Chicago, IL · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Barrington, IL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Downers Grove, IL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Crown Point, IN · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Oak Brook, IL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Chicago, IL

Financial Advisor Assistant information

See Chicago, IL salary details

$29.4K

$55.9K

$93.7K

How much do financial advisor assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor assistant in Chicago, IL is $55,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $64,900.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are the most commonly searched types of Financial Advisor jobs in Chicago, IL?

The most popular types of Financial Advisor jobs in Chicago, IL are:

What are popular job titles related to Financial Advisor Assistant jobs in Chicago, IL?

For Financial Advisor Assistant jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Chicago, IL look for?

The top searched job categories for Financial Advisor Assistant jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Financial Advisor Assistant jobs?

Cities near Chicago, IL with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Chicago, IL as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% In-person, 7% Hybrid, and 3% Remote job distribution, with an average salary of $55,880 per year, or $26.9 per hour.

Financial Advisor

Lead Advisor

Chicago, IL • On-site

$82K - $120K/yr

Full-time

Medical, Retirement

Re-posted 15 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), have access to a financial planning training program along with mentorship and infrastructure to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!


Key Responsibilities

  • Develop and grow your personal book of business by actively prospecting and generating new client leads.
  • Leverage existing professional, community, and personal networks to identify opportunities.
  • Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
  • Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities


Qualifications

  • Bachelor’s degree
  • Strong communication, presentation, and interpersonal skills.
  • Self-starter with high motivation, resilience, and the ability to work independently.
  • Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
  • Passion for helping clients achieve financial goals and willingness to build a career from the ground up.


Skills & Competencies

  • Entrepreneurial mindset with a strong work ethic.
  • Natural ability to network and develop professional relationships.
  • Goal-oriented and comfortable in a performance-driven environment.
  • High level of integrity and professional presence.
  • Strong organizational skills for managing a pipeline of prospects and clients.


Compensation & Benefits

  • Performance-based compensation: unlimited earning potential tied directly to production.
  • Access to training, mentorship, and professional licensing support.

Benefits package

  • Clear career path with potential for leadership opportunities.


Job Type: Full-time

Pay: $82,247.23 - $120,000.00 per year


Benefits:

  • 401(k)
  • Health insurance
  • Retirement plan


Ability to Commute:

  • Chicago, IL 60604 (Preferred)


Ability to Relocate:

  • Chicago, IL 60604: Relocate before starting work (Preferred)


Work Location: In person