ZipRecruiter

Log In

1

Executive Financial Advisor Jobs in Springfield, IL

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 ...

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 - Ent

Springfield, IL · On-site +1

$22.28 - $27.85/hr

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 ...

Connection

Onboarding IAM - Ent

Springfield, IL · Remote

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 ...

Connection

Onboarding IAM - Ent

Springfield, IL · Hybrid

$22.28 - $27.85/hr

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 ...

Intuit

Staff Partner Development Manager

Springfield, IL · Remote

$149K - $202K/yr

... a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue ... Utilize executive presentation skills and ROI analysis to demonstrate the value propositions of the ...

Intuit

Staff Partner Development Manager

Springfield, IL · On-site +1

$149K - $202K/yr

... a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue ... Utilize executive presentation skills and ROI analysis to demonstrate the value propositions of the ...

SIU Medicine

Administrative Aide

Springfield, IL · On-site

$19 - $26.25/hr

Advise and provide executive support to the COO, Chief Medical Officer (CMO) and other SIU HC ... and the CFO office for finalizing. * Assists other members of the HC team andidentifies ...

next page

Showing results 1-20

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 Sep 1, 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 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 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 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 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 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

Client Advisor with Athletic Background

Springfield, IL • On-site

Northwestern Mutual - Central Illinois
See more jobs at Northwestern Mutual - Central Illinoisexternal

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 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

Join the Winning Team at Northwestern Mutual - Central Illinois!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Central Illinois!

Why Current and Former Athletes Could Thrive Here:
We appreciate the strengths and mindset athletes often bring to a professional environment—habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could be a strong fit for those with an athletic background:
  1. Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.
  2. Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus—qualities that could be helpful when navigating new opportunities or building something of your own.
  3. Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset could translate well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.
  4. Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management—because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.
  5. A Balance of Support and Independence: This is a team-oriented culture in many ways—there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.
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 some of our local team:
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: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. 
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.