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Wealth Management Associate Jobs in Bloomington, IL

Family Dollar

Customer Service Associate I

Bloomington, IL · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Normal, IL · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Lincoln, IL · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Morton, IL · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Bloomington, IL · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Morton, IL · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Lincoln, IL · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Normal, IL · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Bloomington, IL

Wealth Management Associate information

See Bloomington, IL salary details

$10

$19

$31

How much do wealth management associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for wealth management associate in Bloomington, IL is $19.06, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.81 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What cities near Bloomington, IL are hiring for Wealth Management Associate jobs?

Cities near Bloomington, IL with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Bloomington, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $39,642 per year, or $19.1 per hour.

Mortgage Loan Officer

First State Bank and Trust

Bloomington, IL • On-site

$36K/yr

Full-time

Re-posted 15 days ago

Job description

Mortgage Loan Originator
BLOOMINGTON, IL
First State Bank and Trust is seeking an experienced Mortgage Loan Originator to join our growing lending team. In this role, you will build and nurture strong customer relationships, guide clients through the mortgage lending process, and support the residential real estate needs of our communities.
This position offers an exciting opportunity to work within our employee-owned bank, where your success directly contributes to the success of the entire organization.
RESPONSIBILITIES
  • Proactively generate new mortgage loan opportunities through outreach, follow-up, and targeted business development efforts.
  • Build and maintain strong relationships with customers, referral partners, and community members to support long-term mortgage business growth.
  • Take and process mortgage applications, evaluate borrower financial information, and assess repayment ability.
  • Manage all supporting documentation and workflow, including required disclosures, title work, surveys, appraisals, and preparation or coordination of loan closings.
  • Provide responsive communication by answering calls, scheduling appointments, and assisting customers with mortgage-related questions.
  • Assist with collection efforts on past-due mortgage accounts as needed.
  • Maintain thorough knowledge of bank products and services, providing cross-sell opportunities and referrals when appropriate.
  • Deliver excellent customer service while ensuring compliance with lending regulations and internal credit standards.

QUALIFICATIONS
  • Associate degree in Accounting, Business, Finance, or a related field required; Bachelor's degree preferred.
  • Minimum of 2 years of mortgage related lending experience
  • Strong customer service, communication (written and verbal), and relationship-building skills.
  • Detail-oriented, accurate, and able to manage multiple tasks in a fast-paced environment.

LEARN A LITTLE ABOUT US
At First State Bank and Trust, we're proud to deliver something increasingly uncommon in financial services: a truly independent, 100% employee-owned community bank. Fewer than a handful of banks nationwide share our ownership structure, and it's the foundation of everything we do. When you work here, you're not just joining a team - you're becoming an owner with a real stake in our long-term success.
We have built a strong reputation as a trusted financial institution serving seven communities across Central Illinois. With $500 million in assets, we offer a full range of retail and commercial banking services, supported by a growing mortgage banking group and a dedicated trust and wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth, Tuscola, Atwood, and Hammond.
Equal Opportunity Employer. Member FDIC. Equal Housing Lender.

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