Financial Consultant Jobs in Illinois
Financial Consultant jobs in Illinois are among the most active in the Midwest, with steady demand from entry-level analysts through senior wealth management advisors concentrated in financial services, corporate treasury, insurance, and professional services. Chicago dominates hiring, but Naperville and Rosemont also generate consistent openings, anchored by employers like Northern Trust, Allstate, and Morningstar that maintain significant Illinois operations. The most in-demand specialties are retirement planning, investment advisory, and corporate financial consulting. Find a role that fits below and apply directly.
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International Motors in Woodridge, IL, is looking for a Business Transformation Financial Consultant to help establish and manage the facility's budgeting process while driving financial visibility, accountability, and operational improvement.
This is a newly created role offering the opportunity to build and shape processes from the ground up. You'll take ownership of departmental and facility-level budgeting, including budget development, tracking, forecasting, and reporting throughout the year. You'll work closely with Operations and Finance leaders to monitor spending, identify variances, and provide clear insights into financial performance.
We're looking for someone who is comfortable working independently, navigating ambiguity, and taking initiative without needing step-by-step direction. You'll have cross-functional support, but the ability to bring structure, establish processes, and drive results will be essential to your success.
If you combine strong budgeting and accounting knowledge with advanced reporting skills in Power BI and Excel, this is an opportunity to make a direct impact on how our Woodridge facility plans, manages, and measures its financial performance.
- Own the Budgeting Process: Establish, organize, and manage the Woodridge facility's budgeting process, including budget development, planning, tracking, and ongoing management throughout the year.
- Monitor Financial Performance: Track budgets against actual spending, analyze variances, identify potential risks or opportunities, and provide regular updates on financial status to support informed decision-making.
- Build Reporting and Visibility: Develop and maintain reports, dashboards, and tracking tools using Power BI, Excel, and other reporting solutions to improve visibility into budgets, expenses, and key financial metrics.
- Manage Financial Planning: Partner with Operations and Finance to support forecasting, financial planning, and the development of the site's long-term capital investment plan.
- Apply Accounting Expertise: Oversee intercompany accounting and reconciliation activities, support accurate financial reporting, and maintain fixed asset integrity and compliance.
- Translate Data into Insights: Analyze financial and operational information, explain key trends and variances, and provide actionable recommendations to leadership.
- Drive Process Improvements: Identify gaps in existing financial processes and develop practical, standardized approaches that improve budget management, reporting accuracy, and operational efficiency.
- Take Initiative and Build Structure: Navigate ambiguity, establish effective processes, and independently drive deliverables forward while collaborating with stakeholders and leveraging available support.
- Support Business Decisions: Evaluate financial business cases and capital investment requests to help ensure resources are aligned with business priorities and operational needs.
- Bachelor's degree and at least 2 years of finance experience
- Master's degree and at least 1 year of finance experience
- At least 5 years of finance experience
- Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
- Budgeting and Financial Management: Hands-on experience developing, managing, and tracking budgets and finances for a department, business unit, facility, or group. Able to establish a structured budget process and monitor performance throughout the year.
- Accounting Knowledge: Understanding of accounting principles, financial reporting, reconciliations, expense tracking, and financial controls.
- Independence and Ownership: Demonstrated ability to work independently, take initiative, and manage responsibilities with limited day-to-day guidance. Comfortable making progress without having every step defined.
- Power BI and Reporting: Experience building reports, dashboards, and financial tracking tools in Power BI, Excel, or other reporting platforms. Able to turn complex data into clear, useful information.
- Analytical and Problem-Solving Skills: Ability to analyze financial results, investigate variances, identify root causes, and recommend solutions.
- Comfort with Ambiguity: Able to build processes from the ground up, organize unstructured information, and adapt as priorities and needs evolve.
- Communication and Collaboration: Strong written and verbal communication skills, with the ability to explain financial information clearly and partner effectively with Operations, Finance, and leadership.
- Financial Accuracy and Accountability: Strong attention to detail, sound judgment, and a commitment to accurate reporting, financial discipline, and compliance.
- Data Analysis: Advanced Excel skills and the ability to work with large datasets; SQL experience and familiarity with ERP systems such as Infor LN, SAP, or PeopleSoft are beneficial.
The expected salary offered for this position will fall within the stated range, with the final offer based on the candidates' applicable skills, knowledge, and experience.
With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world’s leading commercial vehicle manufacturers. The Group’s product portfolio comprises trucks, buses, and light-duty commercial vehicles. “Transforming Transportation Together. For a sustainable world.”: this intention underlines the Company’s ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group’s commercial growth.
About International
From a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today, few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit International.com.
International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.
EEO Statement:
If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email HUB@International.com to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.
See All 25 Financial Consultant Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Consultant Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Banking & Financial Services
- Consulting & Professional Services
- Staffing & Recruiting
What Illinois Employers Look For
The qualifications that appear most often in financial consultant jobs across Illinois.
- Holds a FINRA Series 65 or Series 66 license registered in Illinois
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Two or more years of client-facing financial advisory or wealth management experience
- Certified Financial Planner (CFP) designation or active progress toward it
- Strong understanding of Illinois tax regulations and state-specific retirement planning considerations
Financial Consultant Jobs in Illinois: Frequently Asked Questions
How do you become a financial consultant in Illinois?
Most financial consultants in Illinois start with a bachelor's degree in finance, economics, or a related field, then obtain the FINRA Series 65 license, which Illinois requires for investment adviser representatives who charge fees for advice. Candidates register through the Illinois Securities Department after passing the Uniform Investment Adviser Law Examination. Many employers also expect progress toward the CFP designation, which requires completing a CFP Board-registered education program and passing the CFP exam.
Which companies hire financial consultants in Illinois?
Employers hiring financial consultants in Illinois right now include First Community Credit Union, CNA Insurance, and Fidelity Investments, based on current listings on Migrate Mate as of November 2026. Illinois's concentration of insurance carriers, wealth management firms, and corporate headquarters in the Chicago metro means consistent year-round openings across firm sizes.
Which Illinois cities have the most financial consultant jobs?
Chicago, O'Fallon, and Waterloo have the most financial consultant openings in Illinois. Chicago leads by a wide margin due to its density of asset managers, insurance companies, and corporate treasury departments, while Naperville and Rosemont draw openings from suburban financial services offices and regional branches of large national firms headquartered in or near the metro.
Are there remote financial consultant jobs in Illinois?
Yes, and more than many client-facing roles, since much financial planning and analysis work can be done digitally. About 69% of financial consultant openings tied to Illinois are remote or hybrid as of November 2026, reflecting the desk-based nature of planning and modeling work. Portfolio review, financial plan preparation, and ongoing client communication are the functions most commonly performed fully remotely.
How can I get hired as a financial consultant in Illinois with little or no experience?
The most realistic entry path is joining a large Illinois-based firm as a financial analyst associate or client service associate, then moving into a consulting role once licensed. Northern Trust, Allstate, and Baird run structured new-graduate programs in Illinois that combine on-the-job training with support for FINRA licensing. Completing the Series 65 exam before applying gives candidates a measurable edge over other entry-level applicants, and adjacent roles in banking or insurance claims are common lateral starting points.
Where can I find and apply to financial consultant jobs in Illinois?
You can find and apply to financial consultant jobs in Illinois on Migrate Mate, which lists current Illinois openings across Chicago, Naperville, Rosemont, and other hiring markets in the state. Find roles that fit your experience and credentials and apply directly to each one.
See All 25 Financial Consultant Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs