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Financial Advisor Assistant Jobs in Springfield, IL

Best Buy

Delivery Assistant

Springfield, IL · On-site

$15 - $18.69/hr

Provide a seamless client experience by advising on product placement and giving recommendations ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

Best Buy

Delivery Assistant

Springfield, IL · On-site

$14.75 - $18.50/hr

Provide a seamless client experience by advising on product placement and giving recommendations ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

Farm Credit Illinois

AVP/VP, Lending

Taylorville, IL · On-site

... financial positions, advise on credit decisions, and deliver practical lending solutions across ... Assistant Vice President level: No prior experience required * Vice President level: Minimum of 3 ...

Suttons

Home Exteriors Sales Professional

Springfield, IL · On-site

$100K - $350K/yr

Act as a trusted advisor to customers, providing in-depth knowledge on roofing, siding, windows ... This knowledge will assist in making informed sales decisions and in maintaining the financial ...

Farm Credit Illinois

AVP/VP, Lending

Taylorville, IL · On-site

... financial positions, advise on credit decisions, and deliver practical lending solutions across ... Assistant Vice President level: No prior experience required * Vice President level: Minimum of 3 ...

Landmark Auto Group

General Sales Manager

Springfield, IL · On-site

$115 - $165/hr

... assist in leading our sales department. Working closely with the General Manager, you will help to ... Manage, train, and motivate sales managers, advisors, and F&I staff. * Drive Inventory: Optimize ...

Junxion Med Staffing

Travel Cath Lab Tech

Springfield, IL · On-site

$2.2K - $3.0K/wk

Employee Assistance Program (EAP) * 401k with access to financial advisors Junxion was built by a ... assistants, and nurse practitioners in both short-term and permanent roles across a wide range of ...

Junxion Med Staffing

Travel Cath Lab Tech

Springfield, IL · On-site

$2.2K - $3.0K/wk

Employee Assistance Program (EAP) * 401k with access to financial advisors Junxion was built by a ... assistants, and nurse practitioners in both short-term and permanent roles across a wide range of ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Springfield, IL

Financial Advisor Assistant information

See Springfield, IL salary details

$28.2K

$53.8K

$90.2K

How much do financial advisor assistant jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial advisor assistant in Springfield, IL is $53,763.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $62,400.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

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 Financial Advisor Assistant jobs in Springfield, IL? For Financial Advisor Assistant jobs in Springfield, IL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Springfield, IL look for? The top searched job categories for Financial Advisor Assistant jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Financial Advisor Assistant jobs? Cities near Springfield, IL with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Springfield, IL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,763 per year, or $25.8 per hour.

Delivery Assistant

Best Buy

Springfield, IL • On-site

$15 - $18.69/hr

Part-time

Retirement, PTO

Posted 15 days ago

Best Buy rating

6.9

Company rating: 6.9 out of 10

Based on 1,779 frontline employees who took The Breakroom Quiz

14th of 30 rated technology retailers

Job description


As a Delivery Assistant, you'll join us during our busy holiday season to accompany a team of seasoned Agents to customers' homes. In this role, you'll assist with the delivery, installation, repair and haul-away of electronic devices. You'll also support your team by performing duties such as integration and networking. Internally, this role is known as Delivery Support Associate.
What you'll do
  • Perform basic appliance installation
  • Help ensure installed appliances are damage-free, accurately installed and fully functioning
  • Provide a seamless client experience by advising on product placement and giving recommendations regarding products, services and content
  • Work independently or as part of a two-person team
  • Manage inventory and vehicle maintenance in partnership with other Agents
  • Process paperwork and payments

Basic qualifications
  • Must be at least 18 years
  • Ability to lift 350 pounds individually or 700 pounds as a team with the use of support tools such as a harness, dolly or lift with or without reasonable accommodation

What's in it for you
We're committed to helping our people thrive at work and at home. Best Buy offers a range of benefits to support your overall well-being and provide support as you need it, especially at key moments in your life.
Our benefits include:
  • Competitive pay
  • Great employee discount
  • Financial savings and retirement resources
  • Support for your physical and mental well-being

Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based on eligibility. The length of your LOA depends on your situation, where you live, your full-time or part-time employment status, and federal and state regulations. Intermittent or reduced-schedule leave is also available for certain medical or family care leaves. Paid time off (vacation or PTO) is offered to full-time and part-time employees based on work location, employment status, salary or hourly status (exempt/non-exempt), and years of continued or bridged service.
Certain roles, where market norms demand it, are eligible for various forms of incentive pay to drive performance and offer recognition for achieving financial and strategic results. For more information about our incentive pay plans, including eligibility, please refer to our Incentive Programs Summary.
For more information about benefits, LOA and paid time off, please refer to our Benefits Guide.
About us
As part of the Best Buy team, you'll help us fulfill our purpose to enrich lives through technology. We bring that to life every day by humanizing and personalizing tech solutions for every stage of life - in our stores, online and in customers' homes.
Our culture is built on deeply supporting and valuing our amazing employees who make it all possible. We're committed to being a great place to work, where you can unlock unique career possibilities. Above all, we aim to provide a place where you can bring your full, authentic self to work now and into the future. Tomorrow works here.™
Best Buy is an equal opportunity employer.
Application deadline: Minimum of 5 days from the posting date. You can find that date above the job title at the top of the page.
Benefits
Best Buy offers a range of benefits to support your overall well-being, as outlined in the Benefits Guide. Eligibility may vary.

What Best Buy employees say

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About BEST BUY

Sourced by ZipRecruiter

As part of the Best Buy team, you'll help us fulfill our purpose to enrich lives through technology. We bring that to life every day by humanizing and personalizing tech solutions for every stage of life -- in our stores, online and in customers' homes. Our culture is built on deeply supporting and valuing our amazing employees who make it all possible. We're committed to being a great place to work, where you can unlock unique career possibilities. Above all, we aim to provide a place where you can bring your full, authentic self to work now and into the future. Tomorrow works here.™

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Richfield, MN, US

Year founded

1966

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