Top 904 associate advisor Jobs in chicago il

Financial Advisor
Ameriprise Financial - Creative Wealth Group Franchise —Chicago, IL
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health insurance
Quick Apply
Teacher Assistant - North Lawndale
Carole Robertson Center for Learning —Chicago, IL
- $48,500 - $54,000 a year
- Full-time
- Microsoft Word
- Classroom
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Seasonal Retail Tax Associate
Intuit —Chicago, IL
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
2d
Teacher Assistant - Little Village
Carole Robertson Center for Learning —Chicago, IL
- $48,500 - $54,000 a year
- Full-time
- Microsoft Word
- Classroom
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Seasonal Tax Associate – Retail
Intuit —Chicago, IL
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
Retail Associate - Oakbrook
Aritzia —Oak Brook, IL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Services Associate
Citi —Chicago, IL
- $54,100 - $75,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organizational skills
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Temporary Associate
Kate Spade —Chicago, IL
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Communication skills
- Commuter assistance
- Paid parental leave
Part-Time Beauty Advisor - Sephora
KOHLS —Chicago, IL
- $16.95 - $22.05 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
12d
Flagship Retail Associate - 555 North Michigan Avenue
Aritzia —Chicago, IL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Sr. Category Manager – Digital
Ace Hardware Corporation —Oak Brook, IL
- $137,700 - $165,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Finance
- Paid holidays
- Disability insurance
Senior Tax Advisor – In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Experienced Tax Expert – In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Managing Associate Teacher - North Lawndale
Carole Robertson Center for Learning —Chicago, IL
- $61,000 - $76,000 a year
- Full-time
- Microsoft Word
- Classroom
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Client Development Associate | Financial Advisor Track
Lotus Women's Institute —Oakbrook Terrace, IL
- From $60,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid training
- Health insurance
Quick Apply
5d
Senior Tax Advisor – In-Store
Intuit —Chicago, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Tax Expert - TurboTax Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Tax Expert - Retail
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Senior Tax Expert – Retail
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d
Seasonal Tax Expert - In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
2d

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Financial Advisor

Ameriprise Financial - Creative Wealth Group Franchise
Chicago, IL

Quick Apply

Job Details

Full-time
$60,000 - $100,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Financial sales
Sales
Series 66
Series 7
Financial concepts
Delegation

Full Job Description

The Creative Wealth Group franchise of Ameriprise Financial is seeking an Associate Financial Advisor to help take our growing practice to the next level. We are a tight-knit team that takes care of each other and produces at an extremely high level, and the ideal candidate for the role would have these qualities as well.

We hold true to our credo and guiding principles that the client always comes first, integrity always, striving for excellence, and serving our community.

Helping our clients achieve their financial goals is our top priority, and we have been accomplishing this for more than 25-years.

The primary function of this role is to help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) to help clients achieve their financial goals. The franchise owner will lead you to hone your skills, build a base of clients, and create a unique client experience for the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. We are specifically looking for someone with a strong business development acumen.

This role provides client and practice support through managing client data, preparing financial plans and other deliverables, coordinating/tracking projects, organizing client seminars and other practice management tasks as needed.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Marketing and client acquisition

Develop and implement annual marketing plan to meet client acquisition goals
Drive client acquisition using referral program, network marketing and natural markets
Contact clients and prospects to set up meetings or appointments
Coordinate seminars and client appreciation events
Implement online marketing initiatives (website, social media)
Implement local advertising and media relations

Financial planning and advice

Identify clients to engage in planning relationships
Prepare planning discussions and deliverables for client meetings
Gather and enter client data into Financial Planning Tool Suite
Perform case analysis and develop recommendations
Conduct and participate in client meetings to deliver recommendations and advice
Answer questions for clients and hold clients accountable

Product solutions

Assess the client’s risk tolerance, goals and time frame
Recommend portfolio and product solutions that persuade clients based on their needs
Develop product deliverables
Conduct transactions and execute trades to align with portfolios on behalf of clients
Monitor economy, markets, and world events to determine strategic rebalancing
Manage wholesaler relationships

Business management and client care

Review and implement work methods and procedures for quality improvement
Delegate work and provide feedback, training and technical/general support
Set up and maintain files, records and client management system
Ongoing communication with clients including email, phone calls and letters

Key traits of a successful associate financial advisor:

Acquire and develop new business by sourcing prospective clients and presenting planning strategies
Ability to recommend suitable investment products and services
Success at planning/managing resources and high level of interpersonal skills
Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance
Current client database preferred

Education and other designations:

College degree or higher
2+ years of related experience
Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

Benefits:

Competitive base salary + performance incentives
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

Work Location: Hybrid remote in Chicago, IL 60657

Quick Apply

Refine Your Search

associate advisor jobs in chicago il

Financial Advisor

Teacher Assistant - North Lawndale

Seasonal Retail Tax Associate

Teacher Assistant - Little Village

Seasonal Tax Associate – Retail

Retail Associate - Oakbrook

Client Services Associate

Temporary Associate

Part-Time Beauty Advisor - Sephora

Flagship Retail Associate - 555 North Michigan Avenue

Sr. Category Manager – Digital

Senior Tax Advisor – In-Store

Experienced Tax Expert – In-Store

Managing Associate Teacher - North Lawndale

Client Development Associate | Financial Advisor Track

Senior Tax Advisor – In-Store

Tax Expert - TurboTax Store

Tax Expert - Retail

Senior Tax Expert – Retail

Seasonal Tax Expert - In-Store

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