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 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. To apply, submit your resume and a brief note to us on why you're pursuing a career in financial planning. For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/25/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.