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Financial Advisor Jobs in Springfield, IL (NOW HIRING)

Covetrus, Inc.

Clinic Growth Advisor

Springfield, IL · On-site

The Clinic Growth Advisor is fully remote with 75% travel. The Clinic Growth Advisor serves as a ... Financial and Operational Support * Detailed Reporting: Provide customers with financial insights ...

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Financial Advisor information

See Springfield, IL salary details

$35.7K

$101.2K

$142.7K

How much do financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial advisor 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.

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 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.

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.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

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.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

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 high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs
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 jobs in Springfield, IL? For Financial Advisor jobs in Springfield, IL, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Springfield, IL look for? The top searched job categories for Financial Advisor jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Financial Advisor jobs? Cities near Springfield, IL with the most Financial Advisor job openings:
Financial Advisor jobs near you
Infographic showing various Financial Advisor 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 $101,226 per year, or $48.7 per hour.

Wealth Advisor - Security Bank

LPL Financial

Springfield, IL

Full-time

Re-posted 19 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity atSecurity Bankinvites you to join our employee advisor model as aWealth Advisorwith LPL Financial.

This role will require the employee to workon-siteat a local branch.

Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.

  • Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions

  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.

  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements

  • Delivering a high quality customer service experience during each customer interaction

  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate

  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?

We wantstrong collaborators who can deliver a world-class client experience. We are looking for people who thrive in afast-paced environment, are client-focused, team oriented, and are able to execute in a way that encouragescreativityandcontinuous improvement.

Requirements:

  • High school diploma or equivalent (Bachelor's Degree Preferred)

  • Minimum of two (2) years investment sales experience (preferably in a financial institution)

  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66

  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)

  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space

  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently

  • Excellent verbal, written and interpersonal communication skills

  • Possess strong organization skills

  • Excellent customer service and business focus with a great attention to detail

  • Effective research and analysis skills

#LI-Onsite


Pay Range:58500-70000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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