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Executive Financial Advisor Jobs in Springfield, IL

Troxell

Bonds Account Executive

Springfield, IL

$50K - $65K/yr

BONDS ACCOUNT EXECUTIVE About Us Top trusted risk advisor and solution provider for personal and ... banking, accounting, finance, or a related field. * 0-3 Years of experience in the insurance ...

NTT America

Sr Client Manager

Springfield, IL · On-site

Develop trusted advisor relationships with key client stakeholders, including executive decision ... Ensure compliance with governance, financial, and organizational policies while effectively ...

Landmark Auto Group

General Sales Manager

Springfield, IL · On-site

$115 - $165/hr

... finance (F&I), and internet sales teams. The ideal candidate possesses a proven track record of ... Manage, train, and motivate sales managers, advisors, and F&I staff. * Drive Inventory: Optimize ...

EDB

Principal Customer Success Manager

Springfield, IL · On-site

... financial services, media and information technology companies. EDB's data-driven solutions enable ... You will serve as your customers' EDB trusted advisor. EXPECT to collaborate with other EDB ...

Connection

Onboarding IAM

Springfield, IL · On-site

We take pride in supporting employees with a total rewards package that provides financial ... Develop into a Trusted Sales Advisor Working alongside experienced Enterprise Account Executives ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Springfield, IL

Executive Financial Advisor information

See Springfield, IL salary details

$35.7K

$101.2K

$142.7K

How much do executive financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for executive financial advisor in Springfield, IL is $101,226.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,300.00 and $129,800.00 per year, depending on experience, location, and employer.

What is the difference between Executive Financial Advisor vs Financial Planner?

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

What are the key skills and qualifications needed to thrive as an executive financial advisor?

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What is an executive financial advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

What are some common challenges executive financial advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.
What are the most commonly searched types of Financial Advisor jobs in Springfield, IL? The most popular types of Financial Advisor jobs in Springfield, IL are:
What are popular job titles related to Executive Financial Advisor jobs in Springfield, IL? For Executive Financial Advisor jobs in Springfield, IL, the most frequently searched job titles are:
What job categories do people searching Executive Financial Advisor jobs in Springfield, IL look for? The top searched job categories for Executive Financial Advisor jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Executive Financial Advisor jobs? Cities near Springfield, IL with the most Executive Financial Advisor job openings:
Executive Financial Advisor jobs near you

Financial Planner with Healthcare Background

Northwestern Mutual - Central Illinois

Springfield, IL • On-site

$74K - $93K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Central Illinois!

Leverage Your Healthcare Background for a Rewarding Career:
  • Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
  • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
  • Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
  • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our thriving offices are located: 
  • Lincoln office: 2201 Woodlawn Road Lincoln IL 62656
  • Pittsfield office: 311 W Washington Street Pittsfield IL 62363
  • Jacksonville office: 606 E State Street Jacksonville IL 62650
  • Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704
Meet Our Leaders: 
D. Patrick Scheina, CLU – Managing Director and Wealth Management Advisor:
  • Time with Northwestern Mutual: 22 years
  • Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.
  • Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter’s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.
Eli Cook – Growth and Development Director:
  • Time with Northwestern Mutual: 11 years
  • Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.
  • Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.
Brent Shunk – Private Wealth Advisor:
  • Time with Northwestern Mutual: 38 years
  • Previous Experience: Brent has spent his entire career with Northwestern Mutual.
  • Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.
Austin Shunk – Private Wealth Advisor:
  • Time with Northwestern Mutual: 13 years
  • Previous Experience: Austin has built his entire professional career with Northwestern Mutual.
  • Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.
Sheila Davidsmeyer – Financial Advisor:
  • Time with Northwestern Mutual: Over 27 years
  • Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.
  • Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is highly preferred, but not required.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
  • Significant bonus opportunity commensurate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
  • Ongoing professional development
  • Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.