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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

$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

$150 - $200/hr

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

$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 · 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 Sep 9, 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.

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.

How does a financial wealth planner 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.

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.

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.

How much do financial wealth planners earn?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Many also earn commissions or bonuses based on performance and assets managed, and certifications like the CFP can enhance earning potential.

How much do financial wealth planners get paid?

Financial wealth planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Compensation often includes commissions, fees, or a combination of both, and certifications like the CFP can influence earning potential.

What do financial wealth planners do?

Financial wealth planners analyze clients' financial situations to develop strategies for wealth accumulation, preservation, and growth. They provide advice on investments, estate planning, retirement, and tax strategies, often using financial planning software and holding certifications like CFP. Their goal is to help clients achieve their financial objectives through tailored plans and ongoing management.

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

Wealth Advisor - Security Bank

Springfield, IL • On-site

LPL Financial Holdings, Inc.
Finance and Insurance • 1 - 5K employees
Learn more about LPL Financial Holdings, Inc.external

Full-time

Re-posted 14 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 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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