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Financial Advisor Jobs in Springfield, IL (NOW HIRING)

KB Elliott Financial Advisors

Be Seen First

Administration Assistant

Springfield, IL · On-site

$36K - $60K/yr

An established financial advisor is seeking a skilled Administrative Assistant to provide comprehensive support. While a background in finance is preferred, it is not mandatory. This role requires ...

Covetrus, Inc.

Clinic Growth Advisor

Springfield, IL · Remote

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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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Springfield, IL

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 Jun 23, 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.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to seek professional advice, especially if the advisor charges a percentage-based fee or flat rate. Many advisors work with clients across a range of asset levels, but larger portfolios may qualify for more comprehensive services or lower fees. It is important to consider the advisor's fee structure and the complexity of your financial needs when determining if this amount is appropriate.

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 are necessary to provide financial advice legally and ethically.

What Do Financial Advisors 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.

Is Raymond James a fiduciary advisor?

Raymond James is a financial services firm that employs both fiduciary and non-fiduciary advisors, depending on the specific role and client relationship. Financial advisors at Raymond James are generally expected to act in their clients' best interests, especially if they are registered as fiduciaries, which requires adherence to a fiduciary standard. It's important for clients and job seekers to verify the specific responsibilities and certifications of individual advisors within the firm.

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 tied to 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 does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing advice on investments, retirement planning, insurance, tax strategies, and other financial matters. They assess a client's financial situation, set goals, and develop tailored plans to help achieve those goals. Financial Advisors may also assist with portfolio management, estate planning, and ensuring clients make informed financial decisions to secure their future.
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
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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