Posted 07/13/2026
Job Number: 17242

Senior Associate Advisor

Oakbrook Terrace, Illinois Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $90,000 - $130,000 / Annually

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Job Description

Position Title: Senior Associate Advisor

If you’re passionate about delivering exceptional financial advice and building lasting client relationships, this opportunity offers the chance to work alongside experienced advisors while supporting high-net-worth clients at a growing financial services company with a collaborative culture, an established client base and outstanding long-term career opportunities.

The Senior Associate Advisor plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs. The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.

Salary Range: $90,000 – $130,000 base / Year DOE

Responsibilities:

  • Prepare advisors for daily meetings
  • Respond to client inquiries via phone and email
  • Support senior financial associates in maintaining client relationships
  • Assist with onboarding new clients
  • Conduct review meetings with clients
  • Implement tax planning strategies and healthcare planning
  • Collaborate with advisors to manage a $200 million book of business
  • Ensure a high-quality client experience

Requirements:

  • 7-10 years of experience in financial services
  • CFP certification
  • CPA or EA designation
  • Series 65 or equivalent (Series 7 and Series 66) certification
  • Illinois life and health insurance license is preferred
  • Bachelor’s degree is preferred

Benefits:

  • 10 days of PTO accrued
  • 8 paid holidays
  • Health insurance available after 90 days of employment
  • 401(k) plan with a 3% match after 90 days

If you are a Senior Associate Advisor looking to take the next step in your career, apply now! #LI-SB1

Job ID: a0CUm00004g3SfnMAE

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