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Senior Financial Advisor Jobs in Springfield, IL

Springfield Clinic

Senior Financial Analyst

Springfield, IL · On-site

$84K - $105K/yr

The Senior Financial Analyst is responsible for assistance in completion of special financial ... Identify trends, advise company and recommend actions to a senior management based on sound ...

Springfield Clinic

Senior Financial Analyst

Springfield, IL · On-site

$84K - $105K/yr

The Senior Financial Analyst is responsible for assistance in completion of special financial ... Identify trends, advise company and recommend actions to a senior management based on sound ...

NTT America

Sr Client Manager

Springfield, IL · On-site

In this role, you will serve as a trusted advisor to clients, driving revenue growth through ... Ensure compliance with governance, financial, and organizational policies while effectively ...

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Senior Financial Advisor information

See Springfield, IL salary details

$68.9K

$132K

$208.1K

How much do senior financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for senior financial advisor in Springfield, IL is $131,978.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $146,200.00 per year, depending on experience, location, and employer.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Springfield, IL? The most popular types of Financial Advisor jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Senior Financial Advisor jobs? Cities near Springfield, IL with the most Senior Financial Advisor job openings:
Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Springfield, IL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $131,978 per year, or $63.5 per hour.

Senior Financial Analyst

Springfield Clinic

Springfield, IL • On-site

$84K - $105K/yr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Springfield Clinic rating

6.7

Company rating: 6.7 out of 10

Based on 59 frontline employees who took The Breakroom Quiz

530th of 887 rated healthcare providers

Job description

The Senior Financial Analyst is responsible for assistance in completion of special financial projects, analyses and feasibility studies. General duties include performing research, systems overviews and direct observations of operational or financial functions of departments of the Clinic with the goal of making complex business decisions and recommendations to senior management to support operational efficiencies, accuracy, cost controls and expanded services.

Job Relationships

  • Reports to the Financial Planning and Analysis Manager

Principal Responsibilities

  • Assemble and summarize data to structure sophisticated reports on financial status and risks.
  • Develop financial models, conduct benchmarking and process analysis.
  • Conduct business studies on past, future and comparative performance and develop forecast models.
  • Identify trends, advise company and recommend actions to a senior management based on sound analysis.
  • Consult with management to guide and influence long term and strategic decisions making within the broadest scope.
  • Compile and analyze financial reports and identify discrepancies that require senior management attention.
  • Research and resolve business unit inquiries.
  • Responsible for performing special projects to improve process efficiency, performance and other projects as assigned by management.
  • Provide timely, relevant and accurate reporting and analysis of the results of the division's performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan.
  • Prepare financial reports, charts, tables and other exhibits as requested.
  • Comply with the Springfield Clinic incident reporting policy and procedures.
  • Adhere to all OSHA and Springfield Clinic training & accomplishments as required per policy.
  • Provide excellent customer service and adhere to SC Way customer service philosophy.
  • Perform other job duties as assigned.

Education/Experience

  • Bachelor's degree in Accounting or Finance required. CPA or advanced degree preferred.
  • Minimum three to five (3-5) years healthcare financial analytical experience or seven to eight (7-8) years of financial analyst experience.

Knowledge, Skills and Abilities

  • Required to attend in-service classes or workshops relevant to job.
  • Confidentiality required.
  • Excellent written and verbal communication skills required.
  • Strong ability to manage multiple projects.
  • Ability to effectively present information and respond to questions from physicians, managers, employees and business associates.
  • Advanced knowledge of Microsoft Office (emphasis on Excel and Access).

Working Environment

  • This job operates in a professional office environment.
  • Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHI/Privacy Level

  • HIPAA2

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