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Financial Consultant Jobs in Springfield, IL (NOW HIRING)

Cornerstone Research

Summer Analyst

Springfield, IL · On-site

You will have opportunities to interact with Analysts (both junior and senior) as well as senior consultants. * Key responsibilities include (but are not limited to): * Developing financial and ...

FRIEDMAN MANAGEMENT COMPANY

Leasing Consultant

Springfield, IL · On-site

$18 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Financial, and Construction services that it offers. Friedman manages more than 200 commercial properties encompassing more than 18 million SF and more than 15,000 apartment homes throughout the ...

FRIEDMAN MANAGEMENT COMPANY

Leasing Consultant

Springfield, IL · On-site

$18 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Financial, and Construction services that it offers. Friedman manages more than 200 commercial properties encompassing more than 18 million SF and more than 15,000 apartment homes throughout the ...

Tata Consultancy Service Limited

Claims Consultant

Springfield, IL · On-site

$48K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Vacation, Time Off, Sick Leave & Holidays. • Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Ran ge: $48,000 - $55,000 ...

Carmax

Sales Consultant

Springfield, IL · On-site

$17.20 - $25.80/hr

  • PTO

Deliver exceptional customer service by guiding customers through sales, appraisals, test drives, and financing applications. * Conduct accurate vehicle condition assessments, documenting details for ...

Carmax

Sales Consultant

Springfield, IL · On-site

$17.20 - $25.80/hr

  • PTO

Deliver exceptional customer service by guiding customers through sales, appraisals, test drives, and financing applications. * Conduct accurate vehicle condition assessments, documenting details for ...

Westlake Financial

Area Sales Manager

Springfield, IL · On-site

$60K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Western Funding, a dynamic and fast-growing auto finance company, believes in PEOPLE with the ... Western Funding's program requires a consultative sales and management approach. Establishing ...

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Showing results 41-60

All JobsFinancial Consultant JobsFinancial Consultant Jobs in Springfield, IL

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 20, 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.

Wealth Advisor - Security Bank

LPL Financial Holdings, Inc.

Springfield, IL • On-site

Full-time

Re-posted 24 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

118th of 151 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 at Security Bank invites you to join our employee advisor model as a Wealth Advisor with LPL Financial.
This role will require the employee to work on-site at 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 want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous 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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