Associate Advisor

We are an independent wealth management firm in Morton, IL with a clear growth track, and we are hiring an Associate Financial Advisor to begin client-facing work on day one - with a structured path to full advisor status within 12 months.What you'll doSit in on and actively participate in client meetings alongside us from your first weeksLearn and apply our firm's planning and investment process across a range of client situationsBuild relationships with our existing clients through follow-up, service requests, and proactive outreachSupport our preparation of financial plans, portfolio reviews, and client presentationsDevelop your own book of business as you progress toward the full advisor transition milestoneAbsorb compliance, documentation, and operational best practices under our direct mentorshipTake on increasing client responsibility over 12 months with our oversightWhat you needBachelor's degree in finance, business, economics, or a related field - or equivalent work experienceStrong verbal communication and relationship-building skillsGenuine interest in a long-term career in financial planning or wealth managementAbility to work full-time onsite at our Morton, IL office (Peoria metro area)Nice to haveProgress toward or completion of Series 65, Series 7, or CFP designationPrior experience in financial services, banking, or client-facing rolesComfort with financial planning software or CRM toolsDemonstrated self-motivation through internships, sales experience, or other results-oriented workPay & benefitsBase salary: $50,000-$60,000 depending on experiencePerformance bonus after year oneFull benefits package including health, dental, vision, 401k match, and paid time offDirect mentorship from our experienced senior advisorsStructured 12-month promotion path to full Wealth Advisor with your own client responsibilitiesLocation & scheduleFull-time, onsite - Morton, IL (Peoria metro area). Monday-Friday standard business hours. No remote or hybrid option for this role.About & how to applyWe are a growing independent wealth management firm based in Morton, IL, investing in the next generation of advisors through hands-on mentorship and a clear career ladder.To apply, submit your resume and a brief note to us on why you're pursuing a career in financial planning.