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

COUNTRY Financial

Financial Analyst

Bloomington, IL · On-site

$64K - $89K/yr

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint ...

J.R. Simplot Company

Crop Advisor Roanoke, IL

Roanoke, IL · On-site

$60K - $150K/yr

Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to ... Maintain customer agronomic records, assist in establishing customer financial records and ...

Simplot

Crop Advisor Roanoke, IL

Roanoke, IL · On-site

$60K - $150K/yr

Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to ... Maintain customer agronomic records, assist in establishing customer financial records and ...

Simplot Company

Crop Advisor Roanoke, IL

Roanoke, IL

$60K - $150K/yr

Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to ... Maintain customer agronomic records, assist in establishing customer financial records and ...

Simplot

Crop Advisor Roanoke, IL

Roanoke, IL

$60K - $150K/yr

Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to ... Maintain customer agronomic records, assist in establishing customer financial records and ...

Countryfinancial

Financial Analyst

Bloomington, IL · On-site

$64K - $89K/yr

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint ...

Baxter & Woodman

Construction Crew II

Bloomington, IL · On-site +1

$28 - $38/hr

Ability to read a set of engineering plans and assist in putting together cost estimates for bids ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...

Baxter and Woodman Inc

Construction Crew II

Bloomington, IL · On-site +1

$28 - $38/hr

Ability to read a set of engineering plans and assist in putting together cost estimates for bids ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...

Enterprise

Entegral Financial Analyst

Clintonia, IL · On-site +1

$75K - $90K/yr

ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating at the intersection of finance and data ...

Focus Partners Wealth

Tax Associate

Clintonia, IL

$55K - $74K/yr

Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Rivian

Recruiter, Operations (Contract)

Normal, IL · On-site

$40 - $45/hr

... Finance & Accounting, Legal, Facilities, HR, etc.) regarding all aspects of talent advisement ... accommodations to assist you in the search and application process, please email us at ...

Rivian

Recruiter, Operations (Contract)

Normal, IL · On-site

$40 - $45/hr

... Finance & Accounting, Legal, Facilities, HR, etc.) regarding all aspects of talent advisement ... accommodations to assist you in the search and application process, please email us at ...

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Showing results 21-40

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

Financial Advisor Assistant information

See Normal, IL salary details

$27.9K

$53K

$89K

How much do financial advisor assistant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial advisor assistant in Normal, IL is $53,033.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $61,600.00 per year, depending on experience, location, and employer.

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 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 does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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.

What are the most commonly searched types of Financial Advisor jobs in Normal, IL? The most popular types of Financial Advisor jobs in Normal, IL are:
What are popular job titles related to Financial Advisor Assistant jobs in Normal, IL? For Financial Advisor Assistant jobs in Normal, IL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Normal, IL look for? The top searched job categories for Financial Advisor Assistant jobs in Normal, IL are:
What cities near Normal, IL are hiring for Financial Advisor Assistant jobs? Cities near Normal, IL with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Normal, IL as of June 2026, with employment types broken down into 76% Full Time, and 24% Part Time. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $53,033 per year, or $25.5 per hour.

Financial Advisor - Lincoln/Bloomington/Normal Based

CEFCU

Normal, IL • On-site

$58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

CEFCU rating

9.1

Company rating: 9.1 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?
Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III.
Provides the highest quality member experience, for both internal and external members.
Core Hours
Monday - Friday 8:45 am - 5:15 pm
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.

Required:

  • High school diploma or equivalent
  • Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.
  • Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance.
  • Must be fingerprinted and pass FINRA's background checks.
  • Must sign Broker-Dealer's Registered Representative Agreement
  • 2-6 years of licensed experience in securities

Preferred:

  • Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
  • 4-6 years of licensed experience in securities may be considered in place of a degree.
  • Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
  • Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Bi-lingual, Spanish preferred
  • Strong knowledge of investment products, financial planning concepts, and regulatory requirements
  • Excellent communication, interpersonal, and relationship-building skills
  • Sales and business development experience with a focus on financial solutions
  • Ability to analyze financial data and present recommendations to member/clients
  • Proficiency in financial planning software and CRM systems

Annual Base Pay Range

The anticipated starting pay range for this position is $58,656.00 - $58,656.00.

This position is eligible for incentive pay opportunities based on sales performance.

Benefits

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan - Pension

Defined Contribution Plan - 401K

Additional Benefits

Employee Assistance Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

What CEFCU employees say

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Benefits

Hours and flexibility

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