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Financial Wealth Planner Jobs in Rochester, IL (NOW HIRING)

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$137K - $250K/yr

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$137K - $250K/yr

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Springfield, IL

$137K - $250K/yr

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ... Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

DataAnnotation

FP&A Manager - AI Trainer

Springfield, IL · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Springfield, IL · On-site

$61K - $250K/yr

Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

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All JobsFinancial Wealth Planner JobsFinancial Wealth Planner Jobs in Rochester, IL

Financial Wealth Planner information

See Rochester, IL salary details

$50.1K

$96K

$138.4K

How much do financial wealth planner jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial wealth planner in Rochester, IL is $95,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,400.00 and $101,200.00 per year, depending on experience, location, and employer.

Who makes more money, CFP or CPA?

Financial Wealth Planners with a Certified Financial Planner (CFP) designation generally have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. CFPs often work in wealth management and investment advising, which can lead to higher salaries and bonuses, while CPAs typically focus on accounting, auditing, and tax services. Salary differences depend on experience, location, and client base, but CFPs tend to earn more on average in the financial planning industry.

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

A financial wealth planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, some advisors may offer limited services or require a flat fee, but many clients with this amount still benefit from financial planning and investment management. The suitability depends on individual financial goals and the advisor's fee structure.

What is the difference between Financial Wealth Planner vs Financial Advisor?

AspectFinancial Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, or similar
Work EnvironmentIndependent or firm-based financial planning firmsBank, brokerage, or independent firms
Primary FocusHolistic financial planning, estate, retirement, taxesInvestment management, product sales, portfolio advice
Client InteractionLong-term comprehensive planningInvestment advice, product recommendations

Financial Wealth Planners and Financial Advisors often share certifications and work in similar environments. However, Wealth Planners focus on comprehensive financial planning, including estate and tax strategies, while Financial Advisors primarily concentrate on investment management and product sales. Both roles serve clients' financial needs but differ in scope and approach.

Can financial advisors make $500,000 a year?

Financial wealth planners and financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires certifications like the CFP and a focus on complex financial strategies, along with a successful track record in the industry.

What are the key skills and qualifications needed to thrive as a Financial Wealth Planner, and why are they important?

To thrive as a Financial Wealth Planner, you need strong analytical skills, in-depth knowledge of financial products, and a relevant degree in finance, economics, or a related field, often complemented by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, active listening, and trustworthiness distinguish top professionals in this role. These skills are crucial for building client trust, delivering tailored financial advice, and effectively managing complex financial portfolios.

How does a Financial Wealth Planner typically balance client acquisition with ongoing portfolio management responsibilities?

Financial Wealth Planners often juggle the dual responsibilities of attracting new clients and managing existing client portfolios. This requires effective time management and strong communication skills, as planners must regularly meet with prospective clients while also conducting portfolio reviews, rebalancing investments, and updating financial plans for current clients. Many firms support this balance by providing dedicated support teams or leveraging technology to streamline administrative tasks. Success in this role often hinges on building long-term relationships and maintaining a proactive approach to both business development and client service.

How long does it take to get CFP certified?

For a Financial Wealth Planner, obtaining CFP certification typically requires completing a minimum of 6,000 hours of professional experience in financial planning over at least three years, along with passing the CFP exam and meeting education requirements. The process usually takes around 1 to 3 years depending on prior experience and study pace.

What is a Financial Wealth Planner?

A Financial Wealth Planner is a professional who helps individuals and families manage their finances to achieve long-term financial goals. They provide guidance on investments, retirement planning, estate planning, taxes, and insurance. By assessing your current financial situation and future objectives, they develop personalized strategies to grow and protect your wealth. Financial Wealth Planners often work with clients over many years to adjust plans as needs and market conditions change.
What cities near Rochester, IL are hiring for Financial Wealth Planner jobs? Cities near Rochester, IL with the most Financial Wealth Planner job openings:
Financial Wealth Planner jobs near you
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Springfield, IL • Remote

$50 - $60/hr

Contractor

Posted 13 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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