Financial Advisor Jobs in Illinois
Financial Advisor jobs in Illinois are consistently active, with demand running from entry-level associates through senior wealth managers, concentrated in private wealth management, retirement planning, insurance-linked advisory, and institutional financial services. Chicago anchors the market and draws the largest share of openings, with additional hiring in Naperville and Schaumburg, where firms like Northern Trust, Baird, and Allstate maintain substantial Illinois presences. The most in-demand specializations are retirement income planning, fee-based wealth management, and benefits-integrated advisory for corporate clients. Find a role that fits below and apply directly.
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Showing 5 of 42+ Financial Advisor jobs
Financial Aid Advisor - Verification (PT)
Part-time Staff
Sugar Grove Campus
Hybrid Option: No
Waubonsee Community College is committed to hiring and retaining exceptional faculty and staff who are committed to the college’s culture of collaboration, professional growth and student success.
Reporting to the Financial Aid Manager, this position is responsible for reviewing and processing financial aid verification cases, evaluating supporting documentation, identifying discrepancies, and assisting with the resolution of routine eligibility requirements in accordance with federal, state, and institutional regulations. The position supports institutional identity verification and fraud prevention efforts by identifying potential concerns, documenting findings, and referring complex cases for further review. Additionally, this position provides customer service and individualized guidance to students and families through in-person, telephone, and electronic communications to facilitate the timely and accurate completion of the financial aid process.
Responsibilities
Review student financial aid applications and supporting documentation to determine completeness, accuracy, and compliance with federal, state, and institutional requirements.
Perform verification of Free Application for Federal Student Aid (FAFSA) information, including income, household composition, educational credentials, and other required eligibility information.
Identify and resolve routine conflicting information within student financial aid records and institutional systems in accordance with established procedures. Refer complex eligibility issues and cases requiring additional review to the Financial Aid Manager.
Update student financial aid records in the institutional student information system and maintain accurate documentation of verification decisions.
Review verification documentation, including federal tax information, income statements, identity documentation, and other eligibility records.
Conduct identity verification reviews for students flagged through institutional processes or exhibiting potential indicators of identity theft or financial aid fraud.
Evaluate student records for inconsistencies involving identity, enrollment history, personal information, and financial aid eligibility.
Assist with implementation and maintenance of institutional identity verification procedures and fraud prevention protocols.
Document suspected fraudulent activity and refer cases requiring additional investigation to designated Financial Aid leadership.
Collaborate with Admissions, Registration and Records, and other institutional departments to resolve identity verification concerns while maintaining student confidentiality.
Run and modify reports to monitor verification caseloads, outstanding requirements, and processing progress.Assist in updating the financial aid policy and procedures handbook to reflect established verification and identity review procedures.Stay current with federal, state, and institutional requirements applicable to assigned financial aid responsibilities.
Communicate with students regarding outstanding verification requirements, documentation deficiencies, and steps necessary to complete financial aid processing.
Provide individualized guidance to students navigating financial aid verification and identity confirmation requirements.
Assist students in resolving verification issues through in-person appointments, telephone calls, email, and virtual services.
Conduct proactive outreach to students with incomplete verification requirements to support timely financial aid processing.
Support recruitment, admission, enrollment, and retention activities through financial aid services.
Additional expectations:
Maintain periodic office hours at branch campuses.
Attend professional workshops to remain current in the field.
Serve on institutional committees.
Perform other duties as assigned by the Financial Aid Leadership team.
Minimum Qualifications
Bachelor’s degree in accounting, business, finance, or related field required.Minimum of two years of related professional experience in financial aid, student services, document review, or a related administrative role involving customer service and review of confidential records.
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
Experience with student information systems (e.g., Banner), preferred but not required.
Knowledge of federal and state financial aid programs and experience with financial aid verification, preferred.
Strong interpersonal and communication skills.
Ability to provide individualized student assistance while maintaining the confidentiality of student and family information.
Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
Willingness to work evenings, weekends, and offsite events.
Bilingual Spanish/English, preferred.
Please attach the following documents when applying:
- Cover Letter-Yes
- Resume-Yes
(Additional documents can also be attached.)
Position Details
req2249
Grant Funded: No
Compensation Range: 24.64 - 29.69
Compensation Type: Hourly
Compensation: The pay for this position will be determined by your experience, education, and qualifications.
Work Schedule: Other
Work Hours: 25
Testing: No
Priority Application Review Date: 11/18/2026
Applications received by the “Priority Application Review Date” will receive priority consideration. Review of applications will begin at that time and continue until the position is filled.
Benefits: Click to See Benefits Page
Special Instructions: You may attach references or transcripts to your application. References and official transcripts for Associate's degrees or higher are required to be submitted during the background check process.
Equal opportunity employer, including disability and veteran
Financial Aid Advisor - Verification (PT)
Part-time Staff
Sugar Grove Campus
Hybrid Option: No
Waubonsee Community College is committed to hiring and retaining exceptional faculty and staff who are committed to the college’s culture of collaboration, professional growth and student success.
Reporting to the Financial Aid Manager, this position is responsible for reviewing and processing financial aid verification cases, evaluating supporting documentation, identifying discrepancies, and assisting with the resolution of routine eligibility requirements in accordance with federal, state, and institutional regulations. The position supports institutional identity verification and fraud prevention efforts by identifying potential concerns, documenting findings, and referring complex cases for further review. Additionally, this position provides customer service and individualized guidance to students and families through in-person, telephone, and electronic communications to facilitate the timely and accurate completion of the financial aid process.
Responsibilities
Review student financial aid applications and supporting documentation to determine completeness, accuracy, and compliance with federal, state, and institutional requirements.
Perform verification of Free Application for Federal Student Aid (FAFSA) information, including income, household composition, educational credentials, and other required eligibility information.
Identify and resolve routine conflicting information within student financial aid records and institutional systems in accordance with established procedures. Refer complex eligibility issues and cases requiring additional review to the Financial Aid Manager.
Update student financial aid records in the institutional student information system and maintain accurate documentation of verification decisions.
Review verification documentation, including federal tax information, income statements, identity documentation, and other eligibility records.
Conduct identity verification reviews for students flagged through institutional processes or exhibiting potential indicators of identity theft or financial aid fraud.
Evaluate student records for inconsistencies involving identity, enrollment history, personal information, and financial aid eligibility.
Assist with implementation and maintenance of institutional identity verification procedures and fraud prevention protocols.
Document suspected fraudulent activity and refer cases requiring additional investigation to designated Financial Aid leadership.
Collaborate with Admissions, Registration and Records, and other institutional departments to resolve identity verification concerns while maintaining student confidentiality.
Run and modify reports to monitor verification caseloads, outstanding requirements, and processing progress.Assist in updating the financial aid policy and procedures handbook to reflect established verification and identity review procedures.Stay current with federal, state, and institutional requirements applicable to assigned financial aid responsibilities.
Communicate with students regarding outstanding verification requirements, documentation deficiencies, and steps necessary to complete financial aid processing.
Provide individualized guidance to students navigating financial aid verification and identity confirmation requirements.
Assist students in resolving verification issues through in-person appointments, telephone calls, email, and virtual services.
Conduct proactive outreach to students with incomplete verification requirements to support timely financial aid processing.
Support recruitment, admission, enrollment, and retention activities through financial aid services.
Additional expectations:
Maintain periodic office hours at branch campuses.
Attend professional workshops to remain current in the field.
Serve on institutional committees.
Perform other duties as assigned by the Financial Aid Leadership team.
Minimum Qualifications
Bachelor’s degree in accounting, business, finance, or related field required.Minimum of two years of related professional experience in financial aid, student services, document review, or a related administrative role involving customer service and review of confidential records.
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
Experience with student information systems (e.g., Banner), preferred but not required.
Knowledge of federal and state financial aid programs and experience with financial aid verification, preferred.
Strong interpersonal and communication skills.
Ability to provide individualized student assistance while maintaining the confidentiality of student and family information.
Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
Willingness to work evenings, weekends, and offsite events.
Bilingual Spanish/English, preferred.
Please attach the following documents when applying:
- Cover Letter-Yes
- Resume-Yes
(Additional documents can also be attached.)
Position Details
req2249
Grant Funded: No
Compensation Range: 24.64 - 29.69
Compensation Type: Hourly
Compensation: The pay for this position will be determined by your experience, education, and qualifications.
Work Schedule: Other
Work Hours: 25
Testing: No
Priority Application Review Date: 11/18/2026
Applications received by the “Priority Application Review Date” will receive priority consideration. Review of applications will begin at that time and continue until the position is filled.
Benefits: Click to See Benefits Page
Special Instructions: You may attach references or transcripts to your application. References and official transcripts for Associate's degrees or higher are required to be submitted during the background check process.
Equal opportunity employer, including disability and veteran
See All 42 Financial Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Advisor Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Science & Research
- Education
- Insurance
- Consumer Goods
What Illinois Employers Look For
The qualifications that appear most often in financial advisor jobs across Illinois.
- Active FINRA Series 7 and Series 66 licenses recognized in Illinois required
- Bachelor's degree in finance, economics, business, or a related field preferred
- Illinois Department of Insurance producer license required for insurance-linked advisory roles
- Certified Financial Planner (CFP) designation strongly preferred for wealth management positions
- Demonstrated experience building and managing a client book of business
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
Financial Advisor Jobs in Illinois: Frequently Asked Questions
How do you become a financial advisor in Illinois?
Becoming a financial advisor in Illinois starts with earning a bachelor's degree in finance, business, or economics, then passing the FINRA Series 7 and Series 66 examinations to register as an investment adviser representative. Illinois-registered investment advisers and their representatives must register through the Illinois Securities Department under the Illinois Securities Law. Many candidates also pursue the CFP designation to strengthen their credentials with employers and clients.
Which companies hire financial advisors in Illinois?
Employers hiring financial advisors in Illinois right now include COUNTRY Financial, Bank of America, and RK Partners, based on current listings on Migrate Mate as of November 2026. Illinois's deep base of corporate headquarters, insurance carriers, and independent wealth management firms means openings appear regularly across a wide range of firm types and client segments.
Which Illinois cities have the most financial advisor jobs?
Chicago, Peoria, and Naperville have the most financial advisor openings in Illinois. Chicago drives the bulk of demand through its concentration of banks, asset managers, insurance headquarters, and private wealth offices, while Naperville and Schaumburg attract openings from large regional firms and corporate benefit advisory practices serving the western and northwestern suburbs.
Are there remote financial advisor jobs in Illinois?
Yes, but they are less common than in purely desk-based fields because financial advisor roles depend heavily on client relationship-building that many employers prefer in person. About 29% of financial advisor openings tied to Illinois are remote or hybrid as of November 2026, with remote work most available for analytical or paraplanning tasks rather than primary client-facing positions.
How can I get hired as a financial advisor in Illinois with little or no experience?
The most realistic entry path is a financial advisor associate or client associate program at a large Illinois-based firm, where candidates work alongside senior advisors before building their own book. Northern Trust, Baird, and regional independent broker-dealers in the Chicago metro run structured new-advisor development programs. A Series 7 license, even obtained before your first role, gives candidates a measurable edge, and lateral moves from banking, insurance sales, or financial planning support roles are a common door into the profession.
Where can I find and apply to financial advisor jobs in Illinois?
You can find and apply to financial advisor jobs in Illinois on Migrate Mate, which lists current openings tied to Illinois employers. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 42 Financial Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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