A rapidly growing, client-first financial and retirement planning firm, is seeking an Associate Service Advisor to join their Oakbrook Terrace team. This is a non-sales-focused, client service position supporting top-tier Lead Advisors in delivering comprehensive financial plans. You’ll sit in on client meetings, manage follow-ups, and act as a critical liaison between clients and advisors. This role is perfect for a driven, service-oriented professional eager to deepen their knowledge of the financial services industry and contribute to a mission-driven firm.

Salary Range: $75,000 – $85,000 / year DOE

Associate Service Advisor Responsibilities:

• Serve as the right-hand support to Lead Selling Advisors
• Attend client meetings to take notes, coordinate follow-ups, and ensure outstanding service
• Prepare and process client paperwork, communications, and financial plan components
• Manage incoming client calls and emails with professionalism and urgency
• Assist with retirement, tax, estate, income, and healthcare planning initiatives
• Ensure client records are updated and compliant in all systems
• Participate in ongoing learning and mentorship with senior advisors
• Occasionally work evenings or Saturdays for client meetings

Associate Service Advisor Requirements:

• 2–5 years of experience in financial services, RIA environment preferred
• Active Series 65 license or Series 66
• CFP designation or actively pursuing certification
• Strong organizational skills and a meticulous attention to detail
• Excellent written and verbal communication abilities
• High degree of professionalism, integrity, and client-first mindset
• Comfortable working in a fast-paced, growth-focused environment
• Must be coachable, collaborative, and ready to follow structured systems
• Illinois life and health insurance license is a plus
• Bachelor’s degree in Finance, Business, or related field is preferred

Benefits:

• Base salary with commission potential
• Quarterly performance-based commission on new assets
• Great PTO
• 8 paid holidays
• Comprehensive PTO
• 401(k) with company match
• Professional development and mentorship opportunities

This is a rare opportunity to work alongside elite advisors at a firm with a powerful mission and proven growth trajectory. Apply now!

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