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Executive Financial Advisor Jobs in Springfield, IL

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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:

$125K/yr

Full-time

Posted 15 days ago


Internal Revenue Service rating

7.5

Company rating: 7.5 out of 10

Based on 129 frontline employees who took The Breakroom Quiz

130th of 294 rated public sector bodies


Job description

WHAT IS LARGE BUSINESS AND INTERNATIONAL?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
  • Position(s) are to be filled in following area(s):
  • Large Business and International -Assistant Deputy Commissioner Compliance Integration (ADCCI) or the Withholding Exchange and International Individual Compliance (WEIIC),

REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.
QUALIFICATION REQUIRMENTS: To qualify for this position, you must meet the qualification requirements outlined below:
SPECIALIZED EXPERIENCE GS-14: To be eligible for this position, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service.
Specialized experience includes:

  • Experience leading complex program evaluations, organizational studies, or cross-functional projects to assess program effectiveness, improve business operations, identify resource requirements, and develop recommendations that support organizational objectives;
  • Experience developing, evaluating, implementing, or recommending policies, procedures, operating guidance, strategic initiatives, or program improvements based on analysis of legislation, regulations, organizational priorities, program performance, or business requirements;
  • Experience analyzing program operations, resource utilization, financial information, organizational performance measures, and operational risks to identify trends, evaluate impacts, develop corrective actions, and recommend improvements that support mission accomplishment;
  • Experience planning, coordinating, and monitoring major projects or program initiatives involving multiple organizations or stakeholders, establishing priorities, resolving implementation issues, tracking milestones, and evaluating project outcomes;
  • Experience preparing executive-level reports, briefings, recommendations, decision documents, and presentations that communicate complex analytical findings and support management decisions;
  • Experience presenting recommendations, advising senior management, coordinating with internal and external stakeholders, resolving complex or sensitive issues, and communicating technical information through both oral presentations and written products.

AND
You must also meet the following requirement(s):

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens"
  • TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions.

For more information on qualifications please refer to OPM's Qualifications Standards.

Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER

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