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Financial Associate Jobs in Bolingbrook, IL (NOW HIRING)

IMA Financial Group

Associate

Chicago, IL · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Build and interpret financial analyses, exhibits, and models used in transaction decisions ... We've built a reputation for putting our associates first What if we told you that you could be an ...

Wealth Enhancement Group

Associate Financial Advisor

Itasca, IL · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial ...

Wealth Enhancement Group

Associate Financial Advisor

Itasca, IL · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial ...

5 Legal

Financial Restructuring Associate

Chicago, IL · On-site

Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York, Chicago, Charlotte, or Houston offices. The ideal candidate will have 2-7 ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview: The Financial Client Service Associate role involves working closely with ...

Pwc

Oracle Cloud Finance - Senior Associate

Chicago, IL

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

5 Legal

Corporate Finance Associate

Chicago, IL · On-site

A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...

Pwc

Oracle Cloud Finance PPM/AHCS - Senior Associate

Chicago, IL

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Bolingbrook, IL

Financial Associate information

See Bolingbrook, IL salary details

$30.2K

$69.6K

$136.5K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Bolingbrook, IL is $69,586.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,400.00 and $76,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

What job categories do people searching Financial Associate jobs in Bolingbrook, IL look for?

The top searched job categories for Financial Associate jobs in Bolingbrook, IL are:

What cities near Bolingbrook, IL are hiring for Financial Associate jobs?

Cities near Bolingbrook, IL with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Bolingbrook, IL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $69,586 per year, or $33.5 per hour.

Associate

IMA Financial Group

Chicago, IL • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

What You'll Do
You'll work directly with senior team members and clients to:
  • Analyze balance sheets, P&Ls, and cash flow to assess business performance and sustainability
  • Evaluate working capital, AR/AP, and inventory trends to identify risk and deal considerations
  • Perform targeted financial testing to validate key assumptions
  • Build and interpret financial analyses, exhibits, and models used in transaction decisions
  • Support diligence on behalf of:
    • Buyers evaluating acquisitions
    • Lenders assessing loan risk
  • Create clear, client-ready deliverables that translate data into actionable insights
  • Present findings to internal teams and external stakeholders

What Makes This Opportunity Different
  • More exposure in 6 months than 2-3 years in traditional accounting roles
  • Work directly on transactions and high-impact decisions
  • High-touch, boutique environment (small team, real ownership)
  • Strong work-life balance vs. traditional deal environments
  • Opportunity to grow into a trusted financial advisor, not just an accountant

Who We're Looking For
We are intentionally targeting candidates who go beyond traditional audit:
  • Active CPA license strongly preferred
  • 2-4 years of experience in Big 4 or similar public accounting / consulting environment
  • Experience that includes analysis, problem-solving, or advisory
  • Strong understanding of financial statements and how businesses operate
  • Exposure to:
    • Financial analysis, modeling, or transaction-related work (preferred)
    • Working capital, AR, or inventory analysis (a plus)
  • Clear, confident communicator who can present financial insights effectively
  • Calm, professional presence in client environments
  • Thrives in environments where:
    • You are pushed to learn quickly
    • You take ownership early
    • You are expected to think critically, not just execute

What Will Set You Apart
  • Experience in Deals Advisory, Transaction Services (TAS), or consulting
  • Background in manufacturing or inventory-heavy industries
  • Demonstrated ability to turn analysis into insight and recommendations
  • Experience working directly with clients or stakeholders in high-stakes situations

What You'll Gain
  • Direct exposure to buyers, investors, and lenders
  • Deep understanding of how transactions work end-to-end
  • Accelerated development in financial analysis and business judgment
  • A team that prioritizes growth, mentorship, and long-term development

This role offers a competitive base salary plus the opportunity for discretionary annual
Salary Range
$75,000-$85,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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