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Financial Associate Jobs in Springfield, IL (NOW HIRING)

Springfield Clinic

Senior Financial Analyst

Springfield, IL · On-site

$84K - $105K/yr

The Senior Financial Analyst is responsible for assistance in completion of special financial ... associates. * Advanced knowledge of Microsoft Office (emphasis on Excel and Access). Working ...

IMA Financial Group

Client Associate - 2

Springfield, IL · On-site

$50K - $65K/yr

Client Associate Delivers more independent client support, handling complex service tasks ... Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation.

Enterprise

Entegral Financial Analyst

Springfield, IL · On-site

$75K - $90K/yr

ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating at the intersection of finance and data ...

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Financial Associate information

See Springfield, IL salary details

$30.2K

$69.7K

$136.8K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Springfield, IL is $69,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,600.00 and $76,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Springfield, IL?

The most popular types of Financial jobs in Springfield, IL are:

What are popular job titles related to Financial Associate jobs in Springfield, IL?

For Financial Associate jobs in Springfield, IL, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Springfield, IL look for?

The top searched job categories for Financial Associate jobs in Springfield, IL are:

What cities near Springfield, IL are hiring for Financial Associate jobs?

Cities near Springfield, IL with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate 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 $69,745 per year, or $33.5 per hour.

Associate Financial Advisor

Berger Financial Group

Springfield, IL • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 14 days ago

Job description

Description:
This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.
Why work here?
  • Competitive pay
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • Medical, Dental & Vision Plans
  • Health Savings Accounts & Flex Spending Accounts
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:
  • Monday - Friday
  • Hybrid; 4 days ITO, 1 day WFH

Responsibilities:
  • Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
  • Manage the planning process
  • Transition into lead advisor for certain clients when development has reached appropriate level
  • Participate in and conduct client reviews and prepare plan revisions
  • Follow up on client issues and communicate on a timely basis
  • Place trades in client accounts according to BFG models on a timely basis
  • Manage processes through Salesforce
  • Serve as back up to other team members as needed
  • Learn and utilize all firm programs

Requirements:
  • 2-3 years of financial services industry experience, preferably with some involvement in a similar role
  • Series 65 License or CFP required
  • Ability to effectively present information and respond to questions from other staff, clients, and the general public
  • Excellent computer skills with advanced knowledge of the Microsoft Office Suite
  • Experience with Salesforce and eMoney is a plus
  • Ability to seek out solutions and solve problems
  • Highly organized with a strong attention to detail and accuracy

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:
• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation
We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.
The pay range for this role is:
80,000 - 100,000 USD per year (Springfield, IL)
80,000 - 100,000 USD per year (Burlington, VT)

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