... Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional USD $41,500.00 - USD $101,000.00 /Yr.
... Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional USD $41,500.00 - USD $101,000.00 /Yr.
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE
Woodridge, IL · On-site
$41K - $101K/yr
... Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional Compensation USD $41,500.00 - USD ...
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE
Woodridge, IL · On-site
$41K - $101K/yr
... Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional Compensation USD $41,500.00 - USD ...
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 stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
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 stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
Financial Advisor
$45K - $60K/yr
As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
Financial Advisor
$45K - $60K/yr
As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
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 stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
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 stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
Financial Advisor
$45K - $60K/yr
As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
Financial Advisor
$45K - $60K/yr
As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...
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 ...
Quick apply
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 ...
Financial Advisor - IL
$100K - $150K/yr
JMG is in search of a full-time Financial Advisor who can service clients in Illinois, specifically in the Downers Grove area. As JMG continues to expand their geographic footprint, this is a great ...
Financial Advisor - IL
$100K - $150K/yr
JMG is in search of a full-time Financial Advisor who can service clients in Illinois, specifically in the Downers Grove area. As JMG continues to expand their geographic footprint, this is a great ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Skokie, 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 ...
Financial Advisor
Skokie, 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
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 ...
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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Naperville, 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 ...
Financial Advisor
Naperville, 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 ...
Financial Advisor
Downers Grove, 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 ...
Financial Advisor
Downers Grove, 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor Trainee information
See Chicago, IL salary details
$32.5K - $36K
11% of jobs
$36K - $39.6K
0% of jobs
$39.6K - $43.1K
6% of jobs
$44.1K is the 25th percentile. Wages below this are outliers.
$43.1K - $46.7K
29% of jobs
The median wage is $47.1K / yr.
$46.7K - $50.2K
28% of jobs
$50.4K is the 75th percentile. Wages above this are outliers.
$50.2K - $53.8K
5% of jobs
$53.8K - $57.4K
7% of jobs
$57.4K - $60.9K
5% of jobs
$60.9K - $64.5K
5% of jobs
$64.5K - $68K
2% of jobs
$68K - $71.6K
0% of jobs
$32.5K
$49.9K
$71.6K
How much do financial advisor trainee jobs pay per year?
As of Aug 24, 2026, the average yearly pay for financial advisor trainee in Chicago, IL is $49,892.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $53,600.00 per year, depending on experience, location, and employer.
What is a financial advisor trainee?
A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.
What is a financial advisor trainee?
A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.
What are the key skills and qualifications needed to thrive as a financial advisor trainee?
To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
What are the typical challenges faced by a financial advisor trainee during the first year on the job?
As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.
What is the difference between Financial Advisor Trainee vs Financial Advisor?
| Aspect | Financial Advisor Trainee | Financial Advisor |
|---|---|---|
| Certifications | Typically required to pursue certifications like CFP or Series 7 | Often holds certifications such as CFP, Series 7, or Series 65 |
| Work Environment | Entry-level, training-focused roles often in financial firms or banks | Client-facing, providing financial planning and investment advice |
| Job Responsibilities | Learning and assisting with client portfolios, gaining experience | Managing client portfolios, offering financial advice, and planning |
The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.
How much do financial advisor trainees earn?
Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs
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 Trainee jobs in Chicago, IL?
For Financial Advisor Trainee jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Trainee jobs in Chicago, IL look for?
The top searched job categories for Financial Advisor Trainee jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Financial Advisor Trainee jobs?
Cities near Chicago, IL with the most Financial Advisor Trainee job openings:
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE
Woodridge, IL
$101K/yr
Full-time
Life, Retirement
Re-posted 15 days ago
Job description
Competitive Compensation • Leadership Development • Financial Services Career Path
Are you a competitor at heart?
Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.
American Senior Benefits is expanding throughout the Chicagoland market and seeking ambitious professionals interested in building a long-term career in insurance, retirement planning, wealth strategies, and leadership.
TWO CAREER PATHS AVAILABLE
Insurance Sales & Financial Advisor Track
Build a book of business helping clients with:
• Medicare Planning
• Retirement Income Strategies
• Annuities
• Life Insurance
• Long-Term Care Solutions
• Wealth Preservation
• Financial Planning
• Recruit and develop agents
• Lead and coach high-performance teams
• Conduct training and mentorship programs
• Build and scale a market
• Develop leadership and management skills
• Create long-term passive and renewal income
-
WHO THRIVES HERE?
Former athletes
Former coaches
Sales professionals
Business development professionals
Financial professionals
Military veterans
Recruiters
Entrepreneurs
Competitive individuals who enjoy setting goals, tracking performance, and winning
Hear from our happy successful team - click the link below
Hear From Our Agents -
Our compensation packages are fully customizable to fit your goals and needs.
Insurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional
USD $41,500.00 - USD $101,000.00 /Yr.