Associate Financial Advisor

CyberCoders, Inc.; Morton (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401k match

Paid time off

Job summary

CyberCoders, Inc. in Morton, IL seeks an Associate Financial Advisor to begin client-facing work immediately and advance to Wealth Advisor within 12 months.

You will participate in client meetings, learn our planning process, build client relationships, and support financial plans and portfolio reviews. The role emphasizes a structured 12-month promotion path, full-time onsite work, and hands-on mentorship from senior advisors.

Qualifications

• Bachelor's degree or equivalent work experience in finance-related field.
• Strong verbal communication and relationship-building skills.
• Genuine interest in a long-term career in financial planning or wealth management.
• Ability to work full-time onsite at Morton, IL office.

Responsibilities

• Attend client meetings and participate from early weeks.
• Learn and apply our planning and investment process across client scenarios.
• Build relationships with existing clients through follow-ups and outreach.
• Assist in preparing financial plans, portfolio reviews, and client presentations.
• Develop a personal book of business as you progress toward advisor status.
• Learn compliance, documentation, and operational best practices.

Skills

Verbal communication

Relationship-building

Long-term career interest

Onsite work

Education

Bachelor's degree in finance, business, economics, or related field

Tools

Financial planning software

CRM tools

Job description

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 do

• Sit in on and actively participate in client meetings alongside us from your first weeks
• Learn and apply our firm's planning and investment process across a range of client situations
• Build relationships with our existing clients through follow-up, service requests, and proactive outreach
• Support our preparation of financial plans, portfolio reviews, and client presentations
• Develop your own book of business as you progress toward the full advisor transition milestone
• Absorb compliance, documentation, and operational best practices under our direct mentorship
• Take on increasing client responsibility over 12 months with our oversight

What you need

• Bachelor's degree in finance, business, economics, or a related field - or equivalent work experience
• Strong verbal communication and relationship-building skills
• Genuine interest in a long-term career in financial planning or wealth management
• Ability to work full-time onsite at our Morton, IL office (Peoria metro area)

Nice to have

• Progress toward or completion of Series 65, Series 7, or CFP designation
• Prior experience in financial services, banking, or client-facing roles
• Comfort with financial planning software or CRM tools
• Demonstrated self-motivation through internships, sales experience, or other results-oriented work

Pay & benefits

• Base salary: $50,000-$60,000 depending on experience
• Performance bonus after year one
• Full benefits package including health, dental, vision, 401k match, and paid time off
• Direct mentorship from our experienced senior advisors
• Structured 12-month promotion path to full Wealth Advisor with your own client responsibilities

Location & schedule

Full-time, onsite - Morton, IL (Peoria metro area). Monday-Friday standard business hours. No remote or hybrid option for this role.

About & how to apply

We 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.