Financial Specialist Salary in Loves Park, Illinois

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Financial Specialist in Loves Park, Illinois

The average salary of a(n) Financial Specialist in Loves Park, Illinois is $93,880.

The average hourly rate of a(n) Financial Specialist in Loves Park, Illinois is $45.13.

The average bonus of a(n) Financial Specialist in Loves Park, Illinois is $19,358.00.

Job Description:

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends and counsels client on financial options or solutions, using their knowledge of consumer debt, consumer loans, types of interest, investments, tax laws, and insurance. Assists clients in identifying and planning to meet their short-and long-term financial goals. Helps clients with retirement and estate planning, funding the college educations of children, and general investment choices. Develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and expectation or need for a return on the investment. Meets potential clients by giving seminars or lectures or through business and social contacts and/or by making sales calls and marketing financial services. Conducts face to face and telephone financial counseling sessions with clients, updating them on potential investments and adjusting their financial plan to any life changes, such as marriage, disability, or retirement. Assists a high number of clients by managing their financial plans, and may manage their financial products and services. May provide tax advice or sell life insurance. May specialize in areas such as retirement and estate planning or risk management. Less

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends... More

How helpful is this page?

Are you a(n) Financial Specialist?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Loves Park, Illinois

Job Openings by Indeed job search

Results for Financial Specialist in Loves Park, Illinois

Financial Advisor I - Rockford, IL

Savant Capital Management

Finance, Financial Advisor, Financial Associate, RIA, Fee-Only, Fiduciary, Wealth Management, Financial Planning,....

View job on Indeed.com

Relationship Banker - IL, Roscoe - Roscoe Branch - Roscoe, IL

JPMorgan Chase

Financial services sales, or. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful...

View job on Indeed.com

Senior Billing Specialist - Machesney Park, IL

CVS Health

As a Billing Specialist you will:. As a Billing Specialist, you will work in a pharmacy operation setting at our Patient Financial Service Centers by working to...

View job on Indeed.com

Collections Specialist - Machesney Park, IL

CVS Health

As a Collections Specialist you will:. As a Collections Specialist, you will work in a pharmacy operation setting at our Patient Financial Service Centers,...

View job on Indeed.com

Billing Specialist - Machesney Park, IL

CVS Health

As a Billing Specialist you will:. As a Billing Specialist, you will work in a pharmacy operation setting at our Patient Financial Service Centers by working to...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x