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

Alliant

Financial Advisor Support Coordinator

Chicago, IL · On-site

$52K - $81K/yr

Provide administrative support for the retirement and investment services program. * Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff ...

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... We will provide tools and support to help you obtain your required licenses/credentials, and we'll ...

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... We will provide tools and support to help you obtain your required licenses/credentials, and we'll ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... We will provide tools and support to help you obtain your required licenses/credentials, and we'll ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... We will provide tools and support to help you obtain your required licenses/credentials, and we'll ...

Lead Advisor

Financial Advisor

Chicago, IL · On-site

$82K - $120K/yr

... an advisor. Having prior financial experience is NOT required as the right candidate will be ... This is an entrepreneurial opportunity to build a business while having access to support. If you ...

Northwestern Mutual

Financial Advisor

Rosemont, IL · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Elgin, IL

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Skokie, IL · On-site

$61K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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

Financial Advisor Support information

See Chicago, IL salary details

$37.1K

$105.2K

$148.3K

How much do financial advisor support jobs pay per year?

As of Aug 29, 2026, the average yearly pay for financial advisor support in Chicago, IL is $105,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $134,900.00 per year, depending on experience, location, and employer.

What is a financial advisor support?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

What are the typical responsibilities of a financial advisor support during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

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

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

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

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

How do you start working as a financial advisor support?

To start working as a financial advisor support, candidates typically need a high school diploma or equivalent, with some roles preferring post-secondary education in finance, economics, or related fields. Relevant skills include strong communication, organization, and familiarity with financial software; certifications like the FINRA Series 7 or 66 may be beneficial. Entry-level positions often require prior administrative experience and an understanding of financial products and client service procedures.

Is a career as a financial advisor support worth it?

A career as a financial advisor support involves assisting financial advisors with client management, compliance, and administrative tasks. It can be a rewarding role with opportunities for growth, especially for those with strong communication and organizational skills, and often requires relevant certifications or experience in finance. The job typically offers a stable work environment and potential for advancement within financial services firms.

What does an assistant to a financial advisor support do?

An assistant to a financial advisor supports daily operations by managing client communications, scheduling appointments, preparing financial documents, and maintaining client records. They often use financial planning software and require strong organizational skills to help ensure smooth client service and efficient workflow.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Chicago, IL as of August 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 88% In-person, 5% Hybrid, and 7% Remote job distribution, with an average salary of $105,213 per year, or $50.6 per hour.

Financial Advisor Support Coordinator

Chicago, IL • On-site

Alliant

8.7

Company rating: 8.7 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

72nd of 314 rated insurance

Great coworkers

People enjoy working here

Good employer

Learn more about Alliantexternal

$52K - $81K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

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 retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.
Essential Responsibilities
  • Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
  • Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
  • Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
  • Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. Provide administrative support for the retirement and investment services program.
  • Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff referrals and work with staff to ensure that they understand the referral process.
  • Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
  • Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years of Experience
  • Minimum - High School or Equivalent
  • Minimum 2 Years Customer service, sales or related
  • Financial Advisor support a plus

Compensation & Benefits:
Typical hiring range: $52,300.00 to $81,300.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
  • Annual performance bonus
  • Work from home up to 3 days a week
  • Paid parental leave
  • Employee discount programs
  • Time off including paid personal and sick days
  • 11 paid holidays
  • Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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