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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