Associate Financial Advisor: Fast-Track to Wealth 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

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.