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Wealth Management Associate Jobs in Effingham, IL

Dollar Tree

Customer Service Associate I

Shelbyville, IL · On-site

$14.50 - $20/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

Louisville, IL · On-site

$13.25 - $18.25/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

Effingham, IL · On-site

$13.25 - $18.50/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 ...

Dollartree

Customer Service Associate I

Mattoon, IL

$13.50 - $18.75/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 ...

Family Dollar

Customer Service Associate I

Mattoon, IL

$13.50 - $18.75/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

Shelbyville, IL

$14.50 - $20/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

Mattoon, IL · On-site

$13.50 - $18.75/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

Mattoon, IL · On-site

$13.50 - $18.75/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 ...

Family Dollar

Customer Service Associate I

Mattoon, IL

$13.50 - $18.75/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

Louisville, IL · On-site

$13.25 - $18.25/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

Mattoon, IL · On-site

$13.50 - $18.75/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

Effingham, IL

$13.25 - $18.50/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 ...

CONAGRA

Production Supervisor - 2nd Shift

Saint Elmo, IL · On-site

$63K - $93K/yr

Reporting to the Operations Manager, you will lead team members to accomplish process improvement ... Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan * Growth:

Walgreens

Customer Service Associate

Effingham, IL · On-site

$13.25 - $18.50/hr

Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Implements Company asset protection procedures to identify and minimize profit loss.

Walgreens

Customer Service Associate

Mattoon, IL · On-site

$13.50 - $18.75/hr

Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Implements Company asset protection procedures to identify and minimize profit loss.

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How much do wealth management associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for wealth management associate in Effingham, IL is $18.28, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $19.04 per hour, depending on experience, location, and employer.

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

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.

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 cities near Effingham, IL are hiring for Wealth Management Associate jobs? Cities near Effingham, IL with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Effingham, IL as of May 2026, with employment types broken down into 2% As Needed, 33% Full Time, 57% Part Time, 4% Temporary, and 4% Contract. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $38,023 per year, or $18.3 per hour.
Wealth Management & Investment Advisor

Wealth Management & Investment Advisor

First Mid Bank & Trust

Mattoon, IL

Other

Medical, Retirement, PTO

Posted 18 days ago

First Mid Bank & Trust rating

7.8

Company rating: 7.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

66th of 141 rated banks

Job description

Position: Wealth Management & Investment Advisor Location: Any First Mid Location
Job Id: 3337 # of Openings: 0
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives.
Responsibilities include, but are not limited to:
  • Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship
  • Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients
  • Represent First Mid and provide leadership in key community activities, committees and business development
  • Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets
  • Performs related duties as assigned
Qualifications
Education/Experience:
  • Minimum 4 years sales experience in the wealth management and investment services industry
  • Bachelor's degree strongly preferred; Master's degree or related professional certification a plus
  • Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4
  • Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred
Skills:
  • Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners
  • Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results
  • Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship
  • Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation
  • Proficiency with Microsoft Office Suite
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

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