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Part Time Financial Advisor Training Jobs in Chicago, IL

Ameriprise Financial

Client Service Associate

Chicago, IL · On-site

$29K - $41K/yr

Key Responsibilities * Assist advisor in servicing clients including preparing financial plans ... Full-Time/Part-Time Part time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support ...

Cloud 9

Wellness Advisor - Part Time

Schaumburg, IL

$16/hr

With a strong focus on training, development, diversity and authenticity, our employees experience both personal and professional growth. As a Wellness Advisor, you will have: * The opportunity to ...

Verano

Part-Time Cannabis Advisor - Lombard

Lombard, IL · On-site

$16.75/hr

... Part-Time. Open availability requird for any shifts. $16.75/hour + Tips. The Cannabis Advisor is ... Be open to continued, on-going cannabis education and training. * Provide support to managers and ...

Verano

Part-Time Cannabis Advisor - Lombard

Lombard, IL · On-site

$16.75/hr

... Part-Time. Open availability requird for any shifts. $16.75/hour + Tips. The Cannabis Advisor is ... Be open to continued, on-going cannabis education and training. * Provide support to managers and ...

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All JobsFinancial Advisor Training JobsPart Time Financial Advisor Training JobsPart Time Financial Advisor Training Jobs in Chicago, IL

Part Time Financial Advisor Training information

See Chicago, IL salary details

$37.1K

$105.2K

$148.3K

How much do part time financial advisor training jobs pay per year?

As of Aug 24, 2026, the average yearly pay for part time financial advisor training 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 part time financial advisor training?

A Part Time Financial Advisor Training is a program designed for individuals who want to become financial advisors but need a flexible schedule. These programs typically provide foundational knowledge in financial planning, investment strategies, and client management, allowing trainees to learn while balancing other commitments. Participants often receive mentorship, on-the-job training, and may work towards required certifications. This type of training is ideal for career changers or those re-entering the workforce who seek to build a career in finance at their own pace.

What are the key skills and qualifications needed to thrive as a part-time financial advisor trainee, and why are they important?

To succeed as a Part-Time Financial Advisor Trainee, you need a basic understanding of financial principles, strong analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for certifications such as the Series 7 or CFP is typical. Outstanding communication, active listening, and relationship-building skills help trainees connect with clients and work well within teams. These competencies are vital for building trust, accurately assessing client needs, and delivering tailored financial guidance while learning and growing in the role.

What are some common challenges faced by part-time financial advisor trainees, and how can they be addressed?

Part-time financial advisor trainees often face the challenge of balancing client acquisition with training requirements while managing a limited schedule. Building a client base takes time and persistence, especially when working part time, so efficient time management and proactive networking are essential. Trainees should seek mentorship within their firm, communicate their availability clearly, and leverage digital tools to maximize their productivity. Support from experienced advisors and ongoing professional development can help overcome these hurdles and set the stage for a successful career.

What is the difference between Part Time Financial Advisor Training vs Part Time Financial Planner Training?

AspectPart Time Financial Advisor TrainingPart Time Financial Planner Training
CredentialsOften includes licensing prep (e.g., Series 7, Series 66)May include CFP certification prep and licensing
Work EnvironmentFinancial firms, banks, or independent agenciesFinancial planning firms, advisory practices
Industry UsageUsed by firms hiring advisors for client managementUsed by firms focusing on comprehensive financial planning
Search IntentTraining for becoming a financial advisorTraining for becoming a certified financial planner

Part Time Financial Advisor Training typically prepares individuals for entry-level advisor roles with licensing requirements, focusing on sales and client management. Part Time Financial Planner Training emphasizes comprehensive financial planning skills and CFP certification prep. Both are valuable for those seeking careers in financial services but differ in certification focus and job scope.

What are the most commonly searched types of Financial Advisor Training jobs in Chicago, IL?

The most popular types of Financial Advisor Training jobs in Chicago, IL are:

Part Time Financial Advisor Training jobs near you
Infographic showing various Part Time Financial Advisor Training job openings in Chicago, IL as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $105,213 per year, or $50.6 per hour.

Financial Advisor Support Coordinator

Alliant Credit Union

Chicago, IL • Hybrid

$52K - $81K/yr

Full-time, Part-time

Posted 13 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.