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Financial Advisor Jobs in Beloit, WI (NOW HIRING)

Savant Insights

Tax Strategy Advisor

Rockford, IL · On-site

$99K - $148K/yr

As a Tax Strategy Advisor , you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive ...

Midland States Bank

Wealth Advisor

Rockford, IL · On-site

$106K - $141K/yr

Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain ...

Midland States Bank

Wealth Advisor

Rockford, IL

$106K - $141K/yr

Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain ...

UMB Financial

Trust Officer Sr

Rockford, IL

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

Midlandsb

Wealth Advisor

Rockford, IL · On-site

$106K - $141K/yr

Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain ...

UMB Financial Corporation

Trust Officer Sr

Rockford, IL · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

UMB Financial Corporation

Trust Officer Sr

Rockford, IL · On-site

$125 - $150/hr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation***PREFERRED:**** One advanced degree relative to financial & estate planning* Juris doctorate*

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Beloit, WI

Financial Advisor information

See Beloit, WI salary details

$35.2K

$99.9K

$140.8K

How much do financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial advisor in Beloit, WI is $99,889.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $128,100.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Beloit, WI?

The most popular types of Financial Advisor jobs in Beloit, WI are:

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For Financial Advisor jobs in Beloit, WI, the most frequently searched job titles are:

What job categories do people searching Financial Advisor jobs in Beloit, WI look for?

The top searched job categories for Financial Advisor jobs in Beloit, WI are:

What cities near Beloit, WI are hiring for Financial Advisor jobs?

Cities near Beloit, WI with the most Financial Advisor job openings:

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Beloit, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $99,889 per year, or $48 per hour.

Insurance Agent - Rockford, IL

COUNTRY Financial

Rockford, IL • On-site

Full-time

Re-posted 4 days ago

COUNTRY Financial rating

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

226th of 315 rated insurance

Job description

We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.
COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.
The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:
  • Diversify their income through our portfolio of property and casualty, life and health lines.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services.
  • Establish an office and build a staff.

We Offer
COUNTRY Financial® Insurance Agents have uncapped earning potential and:
  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.
  • There is no buy-in required.

Qualifications
Successful COUNTRY Financial® Insurance Agents are:
  • Entrepreneurial, motivated, and goal driven.
  • A strong communicator with excellent business acumen.
  • Committed to linking your efforts with tangible rewards.
  • Passionate about making positive impacts in their communities.

Required Licenses*
  • Property/Casualty State Insurance License*
  • Life/Health State Insurance License*

Preferred Experience
  • Bachelor's Degree
  • 2+ years of experience in the insurance and or financial services industry
  • 5+ years of business ownership or managerial experience

About Us
COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

What COUNTRY Financial employees say

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