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Financial Services Professional Jobs in Springfield, IL

Crowe LLP

Financial Crime Review Analyst

Springfield, IL · On-site

$18.75 - $35.75/hr

Experience working in a professional services or project-based environment. * Expertise in common financial crime technology platforms like CLEAR, LexisNexis, World Check etc. * Prior financial crime ...

Crowe LLP

Financial Crime QC Senior Analyst

Springfield, IL · On-site

$84K - $105K/yr

Financial Crime QC Senior Analyst This role is responsible for performing advanced transaction ... Crowe provides professional services through two separate entities: Crowe LLP delivers audit and ...

H&R Block

Experienced Tax Professional

Springfield, IL · On-site

$15 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Springfield, IL · On-site

$15 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Decatur, IL · On-site

$15 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Virden, IL · On-site

$15 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Springfield, IL · On-site

$15 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

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All JobsFinancial Services Professional JobsFinancial Services Professional Jobs in Springfield, IL

Financial Services Professional information

See Springfield, IL salary details

$38.2K

$94.7K

$144.7K

How much do financial services professional jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial services professional in Springfield, IL is $94,656.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $110,000.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

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

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

What is the difference between Financial Services Professional vs Financial Advisor?

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
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The top searched job categories for Financial Services Professional jobs in Springfield, IL are:

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

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Springfield, IL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $94,656 per year, or $45.5 per hour.

Associate Financial Advisor

Berger Financial Group

Springfield, IL • On-site

$80 - $100/hr

Other

Life, PTO

Re-posted 10 hours ago

Job 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
  • Health Savings Accounts & Flex Spending Accounts
  • 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

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)

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