Wealth Management Associate Jobs in Illinois
Wealth Management Associate jobs in Illinois are concentrated in Chicago's dense financial services corridor, with additional demand in Naperville and Schaumburg among the suburban wealth management practices serving high-net-worth clients. Demand is consistent at every level from entry-level client service roles through senior associate positions managing complex portfolios. Large established employers such as Northern Trust, Baird, and Nuveen maintain significant Illinois footprints and hire across specialties including financial planning, investment advisory support, and retirement planning. Find a role that fits below and apply directly.
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Showing 5 of 89+ Wealth Management Associate jobs
t J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required qualifications, capabilities, and skills
- A valid and active Series 7 license is required or may be obtained within 120 days as a condition of employment
- If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam
- A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
t J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required qualifications, capabilities, and skills
- A valid and active Series 7 license is required or may be obtained within 120 days as a condition of employment
- If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam
- A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 89 Wealth Management Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Wealth Management Associate Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase36
- Northern Trust10
- PNC Financial Services6
- U.S. Bank3
- Equitable Advisors3
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Insurance
- Banking & Financial Services
What Illinois Employers Look For
The qualifications that appear most often in wealth management associate jobs across Illinois.
- Active FINRA Series 7 and Series 66 licenses recognized in Illinois
- Bachelor's degree in finance, economics, accounting, or a closely related field
- One to three years of client-facing financial services or brokerage experience
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong knowledge of investment products including equities, fixed income, and mutual funds
- CFP designation in progress or completed preferred for senior associate positions
Wealth Management Associate Jobs in Illinois: Frequently Asked Questions
How do you become a wealth management associate in Illinois?
The standard path begins with a bachelor's degree in finance, economics, or a related field, followed by passing the FINRA Series 7 and Series 66 exams, both of which require employer sponsorship through a registered broker-dealer or investment adviser. Illinois does not impose a separate state licensing exam beyond federal FINRA requirements, but investment adviser representatives must register through the Illinois Securities Department. Pursuing a CFP designation strengthens candidacy considerably for roles at the associate level and above.
How much do wealth management associates make in Illinois?
Wealth management associates in Illinois earn a median of about $120,130 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,820 for the lowest 10% to over $328,650 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in Illinois?
Employers hiring wealth management associates in Illinois right now include JPMorganChase, Northern Trust, and PNC Financial Services, based on current listings on Migrate Mate as of September 2026. Illinois's deep concentration of asset managers, private banks, and independent registered investment advisers in the Chicago metro creates a broad and sustained hiring base across firm types and client segments.
Which Illinois cities have the most wealth management associate jobs?
Chicago, Champaign, and Oak Brook account for the largest share of wealth management associate openings in Illinois. Chicago dominates because it is home to major financial institutions, large broker-dealers, and private wealth firms concentrated in the Loop and North Michigan Avenue corridor, while Naperville and Schaumburg attract openings from suburban advisory practices and regional bank branches serving the affluent Chicago metro commuter belt.
Are there remote wealth management associate jobs in Illinois?
Yes, but they're less common than in purely analytical roles, since client relationship management and compliance oversight often require in-person interaction. About 61% of wealth management associate openings tied to Illinois are remote or hybrid as of September 2026, reflecting firms that permit remote work for back-office tasks such as portfolio reporting and financial plan preparation while keeping client-facing responsibilities largely on-site.
How can I get hired as a wealth management associate in Illinois with little or no experience?
The most realistic entry path is joining a large Illinois-based firm as a client associate or financial planning analyst, roles that Northern Trust and Baird both post as structured new-graduate programs within their wealth management divisions. Community banks and regional credit unions across Illinois also hire unlicensed associates and sponsor Series 7 exam prep as part of onboarding. Completing the Securities Industry Essentials exam independently before applying signals seriousness and helps candidates move past initial screening without prior licensed experience.
Where can I find and apply to wealth management associate jobs in Illinois?
You can find and apply to wealth management associate jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers actively hiring. Find roles that fit your experience and location and apply directly to each one.
See All 89 Wealth Management Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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