42 associate financial advisor jobs at 15 companies in Chicago, IL
3mo
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Associate Financial Advisor
Itasca or Elk Grove Village
$70k-$90k/yr OnsiteFull Time
2+ YOE4-year degree; 2+ years wealth management experience; CFP preferred; strong analytical, organizational, and communication skills; able to manage multiple projects.
2d
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Financial Advisor Associate
Glenview, Illinois, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills.
Financial Planning Specialist (FPS)
5d
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Associate Financial Advisor
Aurora, Illinois, United States
$75k-$91k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
5d
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Associate Financial Advisor - Aurora, IL
Aurora, Illinois, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
1w
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Associate Advisor - BMO Bank
Barrington, Illinois, United States
$80k-$120k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required, 3+ years investment sales experience, ability to build client relationships and create tailored financial solutions.
5d
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Associate Wealth Advisor
Deerfield, Illinois, United States
$70k-$80k/yr HybridFull Time
2+ YOEBachelor's degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, attention to detail, and clean U4.
CRM, Microsoft Excel
1w
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Associate Advisor - BMO Bank
Barrington, Illinois, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEMust hold Series 7 and Series 66 (or Series 63/65), insurance license, and have 3+ years investment sales experience.
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
1mo
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Associate Relationship Advisor
Chicago, Illinois, United States
$100k-$169k/yr OnsiteFull Time
3+ YOE3+ years fiduciary/ personal trust experience preferred; college degree or relevant experience; knowledge of trust operations, accounting, fiduciary standards, financial products, strong analytical, communication, and sales skills.
4w
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Asset Management, Internal Client Advisor (Internal Wholesaler), Associate
Chicago, Illinois, United States
OnsiteFull Time
2+ YOEBachelor's degree,2+ years experience,Series 7 and Series 63 required,self-starter with sales and financial markets knowledge,strong communication and presentation skills.
1mo
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Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to financial advisors; strong client focus, attention to detail, ability to learn technology platforms; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Associate Advisor/Account Manager
Chicago, Illinois, United States
$55k-$70k/yr OnsiteFull Time
Bachelor's degree strongly preferred; life and health license preferred (employer can obtain); 2+ years financial industry experience is a major advantage; expert CRM experience; strong communication and organizational skills.
CRM
2mo
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Senior Enterprise Services Associate
Chicago or Oak Brook
$100k-$120k/yr HybridFull Time
5+ YOERequires 5+ years in client-facing or client support financial services, RIA financial advisor experience, strong communication and problem-solving skills, Microsoft Office Suite and Outlook experience; bachelor's degree preferred.
Microsoft Office Suite, Microsoft Outlook, Microsoft Excel, Charles Schwab, Fidelity, Pershing
1mo
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Associate, Internal Wholesaler
Chicago, Illinois, United States
$120k-$130k/yr OnsiteFull Time
3+ YOE3+ years in financial services or wealth management preferred, strong advisor sales experience, CRM/Salesforce proficiency, excellent communication, ability to obtain FINRA licenses (Series 7/63/66) as needed.
Salesforce, CRM
1mo
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Wealth Management Client Associate
Lisle, Illinois, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, self-starter able to learn new technology platforms; High School Diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate, Internal Wholesaler
Chicago, Illinois, United States
$120k-$130k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3+ years in financial services or client-facing sales, experience with Salesforce/CRM, strong outbound prospecting, advisor relationship management, analytic skills, and FINRA Series 7/63/66 preferred or willing to obtain.
Salesforce, CRM
2mo
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Associate Branch Manager - Ameriprise Financial Advisors, Chicago, IL
Chicago, Illinois, United States
$40k/yr OnsiteFull Time
4+ YOE3+ MgmtRequires registrations (Series 7, 63/66, 65), life/accident-health and variable contracts insurance licenses or ability to obtain within 150 days; 3+ years people management and 4+ years professional experience; strong compliance and sales leadership skills.
2w
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Block Advisors Accounting Specialist
Park Ridge, Illinois, United States
$18-$26/hr OnsiteFull Time
Provide bookkeeping and payroll services, record transactions, reconcile accounts, prepare financial reports, and support account and tax advisors; high school diploma required; associate's degree preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Open Office
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