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Financial Professional Associate Jobs in Minooka, IL

COUNTRY Financial®

Associate

Morris, IL · On-site

I'm looking for a sharp, competitive Associate Financial Advisor to join my team. You'll work directly with families and small business owners on: - Mutual funds & professionally managed accounts ...

Busey

Financial Planning Specialist II

Naperville, IL · On-site

$64K - $80K/yr

Obtain and maintain appropriate professional designations related to financial planning. * Execute ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

H&R Block

Experienced Tax Professional

Frankfort, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Wheaton, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Geneva, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Lockport, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Plainfield, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Downers Grove, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Shorewood, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Romeoville, IL · On-site

$15 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Minooka, IL

Financial Professional Associate information

See Minooka, IL salary details

$43.5K

$85.4K

$132.3K

How much do financial professional associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial professional associate in Minooka, IL is $85,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,700.00 and $117,200.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

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

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

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

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

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Minooka, IL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $85,441 per year, or $41.1 per hour.

Associate Financial Advisor - Shorewood, IL

Edward Jones Careers

Shorewood, IL • On-site

Full-time

Posted 12 days ago

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 258 frontline employees who took The Breakroom Quiz

76th of 154 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

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