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Financial Advisor Manager Jobs in Springfield, IL

KB Elliott Financial Advisors

Be Seen First

Administration Assistant

Springfield, IL · On-site

$36K - $60K/yr

Manage scheduling and calendar appointments for the advisor * Handle client communications and provide support * Maintain accurate record keeping and data entry * Organize and manage financial and ...

Covetrus, Inc.

Clinic Growth Advisor

Springfield, IL · Remote

Financial and Operational Support * Detailed Reporting: Provide customers with financial insights ... Data Management and Reporting * Customer Insights: Gather Voice of the Customer data to inform ...

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

Financial Advisor Manager information

See Springfield, IL salary details

$35.7K

$101.2K

$142.7K

How much do financial advisor manager jobs pay per year?

As of Jun 23, 2026, the average yearly pay for financial advisor manager 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 are some common challenges Financial Advisor Managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a Financial Advisor Manager, and why are they important?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What are Financial Advisor Managers?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
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 Manager jobs in Springfield, IL? For Financial Advisor Manager jobs in Springfield, IL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Manager jobs in Springfield, IL look for? The top searched job categories for Financial Advisor Manager jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Financial Advisor Manager jobs? Cities near Springfield, IL with the most Financial Advisor Manager job openings:
Financial Advisor Manager jobs near you
Financial Advisor - Lincoln/Bloomington/Normal Based

Financial Advisor - Lincoln/Bloomington/Normal Based

CEFCU

Lincoln, IL

$58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

CEFCU rating

9.1

Company rating: 9.1 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?
Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III.
Provides the highest quality member experience, for both internal and external members.
Core Hours
Monday - Friday 8:45 am - 5:15 pm
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.
Required:
  • High school diploma or equivalent
  • Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.
  • Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance.
  • Must be fingerprinted and pass FINRA's background checks.
  • Must sign Broker-Dealer's Registered Representative Agreement
  • 2-6 years of licensed experience in securities

Preferred:
  • Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
  • 4-6 years of licensed experience in securities may be considered in place of a degree.
  • Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
  • Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Bi-lingual, Spanish preferred
  • Strong knowledge of investment products, financial planning concepts, and regulatory requirements
  • Excellent communication, interpersonal, and relationship-building skills
  • Sales and business development experience with a focus on financial solutions
  • Ability to analyze financial data and present recommendations to member/clients
  • Proficiency in financial planning software and CRM systems

Annual Base Pay Range
The anticipated starting pay range for this position is $58,656.00 - $58,656.00.
This position is eligible for incentive pay opportunities based on sales performance.
Benefits
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

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