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Family Wealth Advisor Jobs in Springfield, IL (NOW HIRING)

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Financial Advisor

Springfield, IL · On-site

$137K - $250K/yr

Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Parental benefits at every stage of family planning #LI-Onsite You could be right for this ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Financial Advisor

Springfield, IL · On-site

$137K - $250K/yr

Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

WM Affluent Associate

Springfield, IL · On-site

$22.50 - $30/hr

... Wealth Management Advisor's business model, needs and key drivers as well as the sales process ... That's why our benefits are designed to help you and your family boost your health, protect your ...

WM Affluent Associate

Springfield, IL · On-site

$22.50 - $30/hr

... Wealth Management Advisor's business model, needs and key drivers as well as the sales process ... That's why our benefits are designed to help you and your family boost your health, protect your ...

Family Wealth Advisor information

See Springfield, IL salary details

$46.6K

$102.2K

$147.2K

How much do family wealth advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for family wealth advisor in Springfield, IL is $102,163.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $122,400.00 per year, depending on experience, location, and employer.

How does a family wealth advisor typically collaborate with other professionals to serve clients?

Family Wealth Advisors often work closely with a network of professionals, such as estate attorneys, tax advisors, and investment managers, to provide comprehensive wealth management services. This collaboration ensures that clients receive well-rounded advice that takes into account legal, tax, and investment considerations. Advisors frequently coordinate multi-disciplinary meetings and facilitate communication between these experts to align strategies with the client's long-term goals. This team-based approach is essential for addressing complex financial situations and delivering holistic solutions tailored to each family's unique needs.

What are the key skills and qualifications needed to thrive as a family wealth advisor, and why are they important?

To thrive as a Family Wealth Advisor, you need strong financial planning expertise, investment management skills, and credentials such as a CFP or CFA. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients distinguish top performers in this role. These skills are vital for developing tailored strategies, maintaining long-term client relationships, and safeguarding family wealth across generations.

What is the difference between Family Wealth Advisor vs Financial Planner?

AspectFamily Wealth AdvisorFinancial Planner
CredentialsCFP, ChFC, CPACFP, ChFC, CPA
Work EnvironmentPrivate client offices, family meetingsIndependent or firm-based, various settings
Industry UsageHigh-net-worth families, estate planningGeneral public, broad financial advice
Primary FocusHolistic wealth management for familiesComprehensive financial planning for individuals

Family Wealth Advisors and Financial Planners both hold similar credentials and often work in overlapping environments. However, Family Wealth Advisors specialize in managing wealth for high-net-worth families, focusing on estate planning, tax strategies, and legacy planning. Financial Planners serve a broader client base, providing general financial advice and planning services. The key difference lies in their target clients and scope of services offered.

How much money do family wealth advisors make?

Family wealth advisors typically earn a median annual salary of around $90,000, with experienced professionals and those in high-net-worth client services earning over $150,000. Compensation often includes bonuses and commissions based on client assets managed, and the role requires strong financial planning skills and certifications such as the CFP or CFA.

What does a family wealth advisor do?

A family wealth advisor helps clients manage and grow their financial assets, providing guidance on investments, estate planning, tax strategies, and wealth transfer. They analyze financial situations, develop personalized plans, and often collaborate with legal and tax professionals to ensure comprehensive wealth management.

What job categories do people searching Family Wealth Advisor jobs in Springfield, IL look for?

The top searched job categories for Family Wealth Advisor jobs in Springfield, IL are:

What cities near Springfield, IL are hiring for Family Wealth Advisor jobs?

Cities near Springfield, IL with the most Family Wealth Advisor job openings:

Client Advisor with Athletic Background

Springfield, IL • On-site

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.