48 wealth management associate jobs at 18 companies in Chicago, IL
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Wealth Management Associate
Chicago, Illinois, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, SIE and Series 7 and 66 (or 63/65), four-year degree preferred, strong communication, compliance knowledge, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Wealth Management Associate
Chicago, Illinois, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience; SIE and Series 7/66 (or 63/65) licenses preferred; four-year degree preferred; strong communication, compliance knowledge, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1mo
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Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong client focus, detail orientation, ability to learn technology platforms; SIE/Series 7/66/63/65 credentials desired; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Wealth Management Client Associate
Chicago, Illinois, United States
$25-$44/hr OnsiteFull Time
High school diploma or GED required. Client service experience preferred. Requires strong communication, organization, judgment, adaptability, computer skills, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Senior Associate, Wealth Management
Chicago or New York City
$125k-$155k/yr OnsiteFull Time
4+ YOEClient-facing wealth management role requiring 4+ years experience, strong client service, private markets knowledge, advanced Excel and presentation skills, and undergraduate/postgraduate education.
Microsoft Word, PowerPoint, Microsoft Excel, Pivot Tables, VLOOKUP, Salesforce
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
17h
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2027 | Americas | Chicago | Wealth Management, Private Wealth Management | New Associate
Chicago, Illinois, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time associate program for candidates with 2–5 years of experience and an advanced degree, offering product and function-specific development alongside senior professionals and clients.
2d
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Private Wealth Advisor Associate
Chicago, Illinois, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7, Series 66, and insurance licenses required after hire.
5d
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Trading and Client Operations Associate - Dechtman Wealth Management
Centennial or Denver or Chicago
$75k-$85k/yr OnsiteFull Time
3+ YOEPreferred: 3–5 years in financial services, wealth management, or trading operations; knowledge of trading, cash management, and account operations; Microsoft Office Suite and CRM proficiency; bachelor's degree in business, finance, or related field.
Schwab, Black Diamond, Microsoft Office Suite, CRM
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ASSOCIATE DIRECTOR, GROWTH & PIPELINE MANAGEMENT
Chicago or Reston
$120k-$140k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 5+ years experience in wealth management, business development, or pipeline management; strong consultative skills, CRM/Salesforce experience, and analytical ability.
Salesforce
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Asset Management, Wealth Management, Internal Client Advisor, Associate
Chicago, Illinois, United States
OnsiteFull Time
2+ YOE2+ years financial sales experience (phone-based), proven track record selling investment management/retirement solutions, bachelor's degree required, required securities licenses (SIE, Series 7, Series 63 or 66) prior to hire, proficiency with CRM, strong communication and leadership.
3mo
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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
Boston or Los Angeles or Baltimore or Chicago or New York
$77k-$214k/yr HybridFull Time
3+ YOEBachelor’s degree, 3 years of tax experience; CPA or commitment to CPA exam; strong data and advisory skills.
Data visualization, Pricing analysis, Contract review
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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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Alternatives Associate
Chicago, Illinois, United States
$70k-$80k/yr HybridFull Time
3+ YOE3+ years in alternative investments or wealth management; bachelor’s in finance/business or equivalent; subscription document experience; KYC/AML knowledge; Microsoft Excel proficiency; strong communication and organizational skills.
Microsoft Excel, CRM
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.
2w
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Client Service Associate
Naperville, Illinois, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years in wealth management/financial services, leadership experience, strong organization and communication, Microsoft Office proficiency, willingness to obtain industry licenses.
Microsoft Office
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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
3w
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Associate, Digital & Channel Marketing
Chicago or New York City
$90k-$125k/yr HybridFull Time
4+ YOE4–8 years marketing experience with digital/channel focus, CRM and marketing automation experience, familiarity with institutional and wealth distribution, generative AI usage, and strong project management.
CRM, marketing automation, generative AI
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