Associate Financial Advisor

MOHR Talent; Geneva (IL); On-site; USD 85,962,000 - 103,155,000; Full time

Benefits offered by this job

Mentorship

Licensing support

Career path

Collaborative environment

Competitive compensation

Job summary

MOHR Talent in Geneva, IL is seeking an Associate Financial Advisor to support client relationships and assist with financial plans while learning from experienced advisors.

You will help prepare plans, recommendations, and retirement strategies, with licensing and professional development supported, and a clear pathway toward a Wealth Advisor role in a collaborative environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 1–3 years of experience in financial services, banking, accounting, investment operations, or client service.
• Strong analytical, organizational, and communication skills.
• High attention to detail and ability to handle confidential information.
• Proficiency in Microsoft Office, especially Excel.
• Genuine interest in financial planning and building long-term client relationships.

Responsibilities

• Assist senior advisors with client meetings and follow-ups.
• Gather and analyze client financial information.
• Help prepare financial plans, presentations, and investment recommendations.
• Support retirement planning, investment management, and wealth preservation.
• Respond to client questions and coordinate service needs.
• Maintain accurate client records and documents.
• Build client relationships and progress toward independent advisory duties.
• Complete required licensing and professional development.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Tools

Excel

Job description

Responsibilities

Associate Financial Advisor

Geneva, IL | $30-$36 hourly

We are seeking a motivated, relationship-oriented Associate Financial Advisor to join a growing wealth management team. This is an excellent opportunity for someone looking to build a long-term career in financial planning while learning from experienced advisors.

You will support client relationships, assist with financial plans, and develop the skills needed to take on greater advisory responsibilities over time.

• Assist senior advisors with client meetings and follow-up.

• Gather and analyze client financial information.

• Help prepare financial plans, presentations, and investment recommendations.

• Support retirement planning, investment management, and wealth preservation strategies.

• Respond to client questions and coordinate service needs.

• Maintain accurate client records and financial planning documents.

• Build client relationships and work toward managing greater responsibilities independently.

• Complete required licensing and professional development.

About the Opportunity

We are seeking a motivated, relationship-oriented Associate Financial Advisor to join a growing wealth management team. This is an excellent opportunity for someone looking to build a long-term career in financial planning while learning from experienced advisors.

You will support client relationships, assist with financial plans, and develop the skills needed to take on greater advisory responsibilities over time.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent relevant experience.

• 1–3 years of experience in financial services, banking, accounting, investment operations, or client service.

• Strong analytical, organizational, and communication skills.

• High attention to detail and ability to handle confidential information.

• Proficiency in Microsoft Office, especially Excel.

• Genuine interest in financial planning and building long-term client relationships.

Preferred:

• Wealth management or financial advisor support experience.

• SIE, Series 7, Series 66, or life and health insurance license.

• Progress toward or interest in earning the CFP® certification.

• Willingness to obtain required licenses.

What We Offer

• Mentorship from experienced financial advisors.

• Support for licensing and professional development.

• A clear path toward a Wealth Advisor role.

• A collaborative, client-focused work environment.

• Competitive compensation and comprehensive benefits.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]