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Financial Consultant Jobs in Springfield, IL (NOW HIRING)

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Crop Consultant

Morrisonville, IL · On-site

Crop Consultant Requisition ID: 31035 Location: Morrisonville, IL, USA, 62546 Workplace Type: On ... Proven ® Seed and Dyna-Gro ® Seed; as well as financial, custom application and precision ag ...

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Financial Consultant information

See Springfield, IL salary details

$45.1K

$103K

$172.5K

How much do financial consultant jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial consultant in Springfield, IL is $102,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $123,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Consultant, you need strong analytical abilities, financial planning expertise, and a relevant degree in finance, accounting, or economics, often complemented by certifications like CFP or CFA. Familiarity with financial modeling software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal, communication, and problem-solving skills help build trust with clients and deliver tailored financial advice. These skills are crucial for developing effective financial strategies, fostering client relationships, and achieving successful outcomes in a competitive industry.

What are some of the most common challenges financial consultants face when building client relationships?

Financial Consultants often encounter challenges such as earning trust from new clients, understanding unique financial goals, and communicating complex investment strategies in simple terms. Building long-term relationships requires consistent follow-up, personalized advice, and staying updated on market changes to proactively address client concerns. Navigating regulatory requirements and managing client expectations, especially during market volatility, are also key aspects of the role.

What is the difference between Financial Consultant vs Financial Advisor?

AspectFinancial ConsultantFinancial Advisor
CertificationsCFP, CFA, CFP, Series 7/66CFP, Series 7/66, CFA (optional)
Work EnvironmentConsulting firms, independent practice, corporateBanks, advisory firms, independent
Employer & Industry UsageFinancial consulting firms, corporate financeWealth management, retail banking, independent advising

Financial Consultants and Financial Advisors often share similar credentials and work environments, focusing on helping clients manage their finances. However, Financial Consultants typically work in consulting firms or corporate settings, providing specialized financial analysis and strategic advice. Financial Advisors usually operate within banks, wealth management firms, or independently, offering ongoing financial planning and investment management services. Both roles aim to assist clients in achieving financial goals but differ slightly in scope and client engagement.

What does a financial consultant do?

A financial consultant provides advice to clients on managing their finances, including investments, retirement planning, and tax strategies. They analyze financial data, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. Their work involves assessing client needs, recommending financial products, and helping clients achieve their financial goals.
More about Financial Consultant jobs

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

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

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

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

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

Financial Consultant jobs near you
Infographic showing various Financial Consultant 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 $102,953 per year, or $49.5 per hour.

Personal Financial Counselor- Assignment Ready Counselor, Illinois

Magellan Health Services

Springfield, IL • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 11 days ago

Magellan Health rating

8.1

Company rating: 8.1 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor- Assignment Ready Counselor, Illinois

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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