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Wealth Advisor Associate Jobs in Illinois (NOW HIRING)

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.

Busey

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.

TIAA

Wealth Advisor

Wheaton, IL · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Advisor

Chicago, IL · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · Hybrid

$99K - $169K/yr

... Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family ...

Northern Trust

Associate Wealth Advisor

Chicago, IL · On-site

$99K - $169K/yr

... Associate Wealth Advisor, Family Office Solutions, you will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family ...

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...

Capital Group

Private Wealth Advisor

Chicago, IL · On-site

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor ...

Capgroup

Private Wealth Advisor

Chicago, IL · On-site

We believe that belonging leads to better outcomes and a stronger community of associates united by ... Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Illinois

Wealth Advisor Associate information

See Illinois salary details

$37.3K

$65.1K

$109K

How much do wealth advisor associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth advisor associate in Illinois is $65,077.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $79,900.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the most commonly searched types of Wealth Advisor jobs in Illinois?

The most popular types of Wealth Advisor jobs in Illinois are:

What are popular job titles related to Wealth Advisor Associate jobs in Illinois?

For Wealth Advisor Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Illinois look for?

The top searched job categories for Wealth Advisor Associate jobs in Illinois are:

What cities in Illinois are hiring for Wealth Advisor Associate jobs?

Cities in Illinois with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,077 per year, or $31.3 per hour.

Wealth Advisor Associate

Busey Bank

Urbana, IL • On-site

$55K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Busey Bank rating

6.3

Company rating: 6.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

150th of 171 rated banks

Job description

Position Summary
The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor. Acting as the main liaison for clients within their portfolio, the Wealth Advisor Associate receives supplemental support from their team at the relationship and sales level. This role involves fostering and overseeing client relationships, grounded in a comprehensive grasp of each client's unique goals and objectives.
Duties & Responsibilities
  • Proactively seek opportunities to expand business, both by growing existing client assets and cultivating new client relationships.
  • Drive and oversee the execution of our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with attention to detail and accuracy, and coordinating additional items needed for these events.
  • Serve as the key point of contact for designated clients, nurturing strong relationships and providing personalized financial guidance.
  • Independently engage with clients to assess their needs, devise tailored strategies, and strengthen their connection with Busey.
  • Collaborate closely with existing Advisor(s) and Advisory Support associates to ensure timely completion of all necessary administrative tasks, meeting client-directed deadlines or other assigned timeframes.
  • Conduct thorough reviews of assigned accounts as per regulatory requirements.
  • Participate in comprehensive sales training focused on building trusted relationships, uncovering client needs, and delivering effective solutions.
  • Establish and maintain consistent cash flows, ensuring alignment with account agreements and documentation.
  • Regularly meet with clients to discuss investment strategies and financial plans, ensuring alignment with their goals and objectives.
  • Manage accounts with strict adherence to regulatory frameworks, legal mandates, and internal policies, while delivering exceptional client service.

Education & Experience
Knowledge of:
  • Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence.
  • Wealth Management concepts including investments, banking and trust concepts including relationship management, portfolio management, and basic trust and estate procedures
  • Financial planning concepts and fiduciary responsibilities

Ability to:
  • Serve as resource for team of Wealth Advisory Support Associates
  • Make recommendations consistent with the client's Investment Policy Statement
  • Work independently and in a team-based, collaborative environment
  • Perform duties under frequent time pressures and respond timely to client needs and requests, while building decision-making skills to work independent of more senior advisors and leaders

Education and Training:
  • Requires bachelor's degree in business or finance, or commensurate experience in the financial advisory or wealth management industry with high net-worth clients.
  • Attend appropriate training and educational programs to enhance understanding of the industry as part of the on-going job responsibilities.
  • Minimum of 8 hours of annual continuing education in courses related to the position's responsibilities.
    • Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing with First Busey Corporation continuing education.
  • Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office Suite.

Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $55,000 - $68,000/yr)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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