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Financial Management Associate Jobs in Illinois (NOW HIRING)

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Finance Associate

Waukegan, IL · On-site

Accounting Manager * Accounts Payable Specialist * Accounts Receivable Specialist * Business Systems Analyst * Cash Application Specialist * Credit Analyst * Financial Analyst * Financial Services ...

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Financial Management Associate information

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$13

$30

$65

How much do financial management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for financial management associate in Illinois is $30.97, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $33.32 per hour, depending on experience, location, and employer.

How does a Financial Management Associate typically interact with other departments within an organization?

Financial Management Associates frequently collaborate with teams such as accounting, operations, and business development to collect data, analyze financial performance, and support budgeting processes. This role often involves regular meetings to discuss financial forecasts, provide insights, and ensure alignment between financial strategy and business objectives. Building strong cross-functional relationships is key, as associates must communicate complex financial information in a clear and actionable way to both finance and non-finance stakeholders.

What are the key skills and qualifications needed to thrive as a Financial Management Associate, and why are they important?

To thrive as a Financial Management Associate, you need strong analytical skills, financial modeling expertise, and a solid educational background in finance, accounting, or a related field. Proficiency with financial software such as Excel, SAP, and ERP systems, as well as certifications like CFA or CPA, is highly valuable. Attention to detail, effective communication, and teamwork are vital soft skills for delivering accurate reports and collaborating with stakeholders. These skills and qualities are crucial for ensuring sound financial decision-making and supporting the organization’s financial health.

What is the difference between Financial Management Associate vs Financial Analyst?

AspectFinancial Management 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; CFA certification often preferred
Work EnvironmentCorporate finance departments, investment firms, or financial services companiesInvestment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across industries for financial planning, reporting, and managementPrimarily in investment and financial analysis roles within finance sectors

Financial Management Associates focus on supporting financial planning, budgeting, and management within organizations, while Financial Analysts primarily analyze financial data to guide investment and business decisions. Both roles require similar educational backgrounds and certifications, but their core responsibilities and work environments differ slightly, with Associates more involved in internal financial management and Analysts in external financial analysis.

Is a financial management associate's degree in finance worth it?

A financial management associate's degree in finance provides foundational knowledge of financial principles, accounting, and analysis, which can improve job prospects and earning potential in entry-level finance roles. However, practical experience, certifications like CFA or CPA, and skills in financial software are also important for career advancement in this field.

What does a financial management associate do?

A financial management associate supports financial planning, analysis, and reporting within an organization. They often assist with budgeting, forecasting, and financial data analysis using tools like Excel or financial software, helping ensure accurate financial decision-making and compliance with company policies.

What jobs can I do with a financial management associate degree?

A financial management associate degree prepares individuals for roles such as financial analyst, accounting clerk, budget analyst, or financial advisor. These positions typically require skills in financial analysis, accounting software, and understanding of financial regulations, and may involve working in banking, corporate finance, or government agencies.

What are the most commonly searched types of Financial Management jobs in Illinois?

The most popular types of Financial Management jobs in Illinois are:

Financial Management Associate jobs near you
Infographic showing various Financial Management Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $64,422 per year, or $31 per hour.

Wealth Management Associate - IL, Deerfield (2348)

Equitable Advisors

Deerfield, IL • On-site

$250 - $1.0K/wk

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
  • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,150 annually.
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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