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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 ...

defi AUTO LLC

Contracts Manager

Springfield, IL · On-site

$80K - $95K/yr

Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance ... Working directly with our executives drafting, reviewing and negotiating all contracts from start ...

Horace Mann

Domain Managing Architect - Cloud

Springfield, IL · On-site

$64.50 - $82/hr

We help educators identify their financial goals and develop plans to achieve them. This includes ... key advisor on enterprise cloud strategy. Responsibilities * Define, lead, and execute the ...

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All 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 Jun 23, 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.

Is $200,000 enough to work with a financial advisor?

For an Executive Financial Advisor, having $200,000 in assets or income can be sufficient to seek personalized financial planning and investment advice, especially if the advisor charges a percentage-based fee or flat rate. However, the adequacy depends on the complexity of your financial situation and the advisor's fee structure; some clients with higher assets or more complex needs may require larger portfolios or different fee arrangements.

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, and why are they important?

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.

Is $100,000 enough to work with a financial advisor?

For an Executive Financial Advisor, a $100,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and services. Many advisors have minimum investment requirements that can range from $25,000 to $100,000 or more, and fees may be a percentage of assets under management or flat fees. It's important to discuss fee structures and investment minimums directly with the advisor to determine if your funds meet their criteria.

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 does an executive financial advisor do?

An executive financial advisor provides high-level financial planning and investment management services to high-net-worth individuals and corporate clients. They analyze financial data, develop strategies to meet clients' goals, and often hold certifications such as CFP or CFA. Their work involves advising on estate planning, tax strategies, and portfolio management, typically requiring strong analytical skills and client relationship management.

Can financial advisors make $500,000 a year?

Executive financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires advanced certifications like the CFP or CFA, a robust network, and a focus on complex financial planning or investment management. Income varies widely based on location, firm size, and individual performance.
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 Seeking Former Educator/Coach

Northwestern Mutual - Central Illinois

Springfield, IL • On-site

$84K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 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 Teaching and Coaching Skills into Financial Services:

  • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table.
  • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives.
  • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
  • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives.
  • Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.
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
Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: https://www.youtube.com/watch?v=-PAcM41CRes&list=PLAFDBB5184E6F3603&index=7
Meet Our Local 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. Peters 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.
About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect.
Position Responsibilities for a Financial Planner:
  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team.
Position Requirements:
  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Life insurance license and FINRA certifications (or willingness to obtain).
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
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.

Flexible work from home options available.