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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