Posted 08/05/2025
Job Number: 13805

Senior Associate Advisor

Hinsdale, Illinois Onsite

Industry: Financial Services

Job Category: Wealth Management

Job Type: Direct Hire

Salary: $90,000 - $150,000/Annually

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Job Description

An established and growing financial firm in the western suburbs of Chicago is seeking a client-focused Senior Associate Advisor to support a sophisticated client base with comprehensive planning needs. This is a high-impact role ideal for an experienced financial professional who values stability, teamwork, and delivering excellent service. Professionals with a strong background in financial planning and tax, and who enjoy working in a structured, client-centric environment, will thrive in this role.

Salary Range: Up to $150,000 / DOE

Senior Associate Advisor Responsibilities:

  • Collaborate with senior advisors to support client planning and communication
  • Help prepare for and participate in regular client meetings and follow-up
  • Provide high-level service and strategic support across retirement, tax, and estate planning
  • Serve as a steady point of contact for client questions and ongoing relationship management
  • Contribute to process improvement and back-end advisor support

Senior Associate Advisor Requirements:

  • 7–10 years of experience in financial planning or related field
  • CFP required and additional tax designations preferred
  • Strong communication skills and high emotional intelligence
  • Ability to follow established planning processes with precision and care
  • Open to working some non-traditional hours as needed

Benefits:

  • Comprehensive health insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Growth-oriented, team-focused work culture
  • Professional development and training provided

This is a unique opportunity for a credentialed advisor ready to focus on meaningful client relationships in a supportive, process-driven environment. Apply now to learn more about this opportunity!

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Job ID: a0CUm000030lQXBMA2

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