Top 9 Registered client associate Jobs in Naperville Il

Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —Downers Grove, IL
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Registered Financial Client Associate
Benjamin F Edwards & Co —Wheaton, IL
- $25.43 - $31.78 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Financial Advisors
Savant —Downers Grove, IL
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL
JPMorganChase —Arlington Heights, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
4d
Associate - Upper Midwest Advisor Group
Thrivent —Oak Brook, IL
- Research
- Mid-level
- Administrative experience
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Western Springs, IL
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account

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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Associate Wealth Advisor - Hightower Signature Wealth

HighTower Advisors -
Downers Grove, IL

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Work from home
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Bachelor's degree
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team
You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management
What You'll Do
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.

Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
Serve as a trusted point of contact for clients while developing relationship management and advisory skills
Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
Stay current on financial planning concepts, investment strategies, and industry developments
Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
Develop relationship management and business development skills through direct client and prospect interaction.
Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
Support networking, referral, and community engagement initiatives that contribute to firm growth.
Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

What You'll Bring

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
CFP® designation completed, in progress, or willingness to pursue
Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
Strong analytical and problem-solving skills with the ability to interpret complex financial information
Excellent verbal and written communication skills with a client service mindset
Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
Interest in business development, networking, and cultivating long-term client partnerships

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
In-office four days a week and work from home one day a week
Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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Refine Your Search

registered client associate jobs in naperville il

Associate Wealth Advisor - Hightower Signature Wealth

Registered Financial Client Associate

Financial Advisors

J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL

Associate - Upper Midwest Advisor Group

Financial Advisor - PNC Wealth Management

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