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Financial Advisor Assistant Jobs in Springfield, IL

Financial Crime QC Senior Analyst

Springfield, IL ยท On-site

$84K - $105K/yr

Exceed established quality and production expectations. * Assist in the delivery of financial crime consulting services to Financial Services companies, including Banks, Money Service Businesses ...

New

... 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 ...

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 ...

... 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 ...

Administrative Aide

Springfield, IL ยท On-site

$19 - $26.25/hr

Advise and provide executive support to the COO, Chief Medical Officer (CMO) and other SIU HC ... Work closely with SIU HC Contract Coordinator; assist in executing all Revenue and Purchasing ...

Showing results 41-60

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 Sep 1, 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 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 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 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.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

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:

Infographic showing various Financial Advisor Assistant job openings in Springfield, IL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,763 per year, or $25.8 per hour.

Financial Crime QC Senior Analyst

Crowe LLP

Springfield, IL โ€ข On-site

$84K - $105K/yr

Full-time

Posted 3 days ago

New


Job description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime QC Senior Analyst

This role is responsible for performing advanced transaction activity reviews, investigations, enhanced due diligence (EDD) reviews, and quality control (QC) reviews to ensure compliance with regulatory requirements and internal quality standards. This role provides guidance, coaching, and training to Financial Crime Review Analysts while serving as a subject matter expert for financial crime investigations, quality expectations, and regulatory compliance. They will be responsible for ensuring reviews and investigations are maintained at a level commensurate with regulatory expectations. This position has minimal/no travel.

Primary Responsibilities:

  • Perform Level 2 investigations, enhanced due diligence (EDD) reviews, and quality control reviews of financial crime investigations and case work.
  • Review analyst work for accuracy, completeness, and compliance with client requirements, internal procedures, and applicable regulatory requirements.
  • Provide timely verbal and written feedback to team members to improve quality and production.
  • Train, mentor, and guide Financial Crime Review Analysts on systems, processes, investigative techniques, and quality expectations.
  • Identify quality trends, process gaps, and non-compliance with BSA/AML, USA PATRIOT Act, OFAC, and other applicable regulatory requirements.
  • Recommend process improvements to enhance quality, consistency, and operational efficiency.
  • Maintain a solid working knowledge (functional and operational) of applicable financial crime regulations, including but not limited to BSA, USA PATRIOT Act, OFAC, and Suspicious Activity Reporting (SAR) requirements.
  • Exceed established quality and production expectations.
  • Assist in the delivery of financial crime consulting services to Financial Services companies, including Banks, Money Service Businesses (MSBs), Third Party Payment Providers, and FinTechs.
  • Handle other duties as assigned.

Qualifications

Required:

  • High School Diploma.
  • Minimum 3 years of experience in financial crime compliance, AML investigations, quality control, retail banking, commercial banking, and/or global diversified financial services organizations.
  • Knowledge of the laws applicable to money laundering, including BSA, USA PATRIOT Act, OFAC requirements, and Suspicious Activity Reporting requirements.
  • Strong analytical, written, verbal, and communication skills.
  • Strong research skills and proficiency with Microsoft Office Suite and online research systems.
  • Detail-oriented with the ability to multitask and adapt to changing assignments.
  • Ability to work autonomously and with teams in different locations.
  • Strong leadership, coaching, and mentoring skills.
  • High degree of integrity, professionalism, and commitment to quality.

Preferred:

  • Associate's Degree and/or Bachelor's Degree.
  • Certified Anti-Money Laundering Specialist (CAMS), or other relevant professional certification.
  • Experience performing AML investigations, EDD reviews, quality control reviews, and sanctions screening.
  • Experience working with AML software solutions and financial crime technology platforms.
  • Prior financial crime consulting experience.
  • Bilingual Spanish.

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $55,100.00 - $109,100.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.


The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world.* As independent members of Crowe Global, Crowe LLP and Crowe Advisory LLC serve clients worldwide.


*As of July 2026.
Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.


Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.


Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.

If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation


Crowe logo

About Crowe

Sourced by ZipRecruiter

Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Chicago, IL, US

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