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Wealth Management Client Associate Jobs in Wheaton, IL

UBS

Client Associate

Chicago, IL · On-site

The team You'll be working as part of Wealth Management Americas. You'll be working with the ... As a Client Associate, you'll play an important role in partnering with the team to provide service ...

UBS

Client Associate

Chicago, IL · On-site

The team You'll be working as part of Wealth Management Americas. You'll be working with the ... As a Client Associate, you'll play an important role in partnering with the team to provide service ...

UBS

Registered Client Associate

Chicago, IL · On-site

... Client Service Associate to: • provide a best-in-class client experience through active ... The team Based in our Chicago, IL office, you'll be part of a Private Wealth Management team known ...

UBS

Client Associate

Chicago, IL · On-site

... Client Associate to: • maintain client information records • educate clients on account ... The team You'll be working as part of Wealth Management Americas. You'll be working with the ...

Bank of America

Wealth Planner - EGP

Oak Brook, IL · On-site

$54K - $74K/yr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Wheaton, IL

Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for wealth management client associate in Wheaton, IL is $21.65, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $24.18 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

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

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

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

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

Associate Wealth Advisor - Hightower Signature Wealth

Downers Grove, IL • On-site

Hightower
See more jobs at Hightowerexternal

Full-time

Medical, Dental, Vision, Retirement

Posted 26 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management
What You'll Do
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
  • Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
  • Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
  • Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
  • Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
  • Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
  • Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
  • Serve as a trusted point of contact for clients while developing relationship management and advisory skills
  • Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
  • Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
  • Stay current on financial planning concepts, investment strategies, and industry developments
  • Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
  • Develop relationship management and business development skills through direct client and prospect interaction.
  • Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
  • Support networking, referral, and community engagement initiatives that contribute to firm growth.
  • Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
  • Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

What You'll Bring
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
  • CFP® designation completed, in progress, or willingness to pursue
  • Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
  • Strong analytical and problem-solving skills with the ability to interpret complex financial information
  • Excellent verbal and written communication skills with a client service mindset
  • Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
  • FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
  • Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
  • Interest in business development, networking, and cultivating long-term client partnerships

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • In-office four days a week and work from home one day a week
  • Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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