Financial Planning Jobs in Illinois

Financial planning jobs in Illinois are consistently in demand, with strong hiring across wealth management firms, insurance companies, corporate finance departments, and not-for-profit organizations at every level from entry-level analyst through senior advisor and director. Chicago anchors the market and draws the largest volume of openings, followed by Naperville and Schaumburg, where firms like Northern Trust, Allstate, and Morningstar maintain significant Illinois operations. The most sought-after specialties include retirement planning, tax-efficient investment strategy, and fee-only financial planning for individuals and families. Find a role that fits below and apply directly.

Find Financial Planning Jobs

Overview

Open roles47
Top employerFehr Graham
Top cityChicago, IL
Cities hiring24
Work type42% Hybrid
Top industryManufacturing

Showing 5 of 47+ Financial Planning jobs

Fermilab
IT Process Analyst I - Financial Planning & ERP Systems
We won't show you this job again
Fermilab
New 20h ago
IT Process Analyst I - Financial Planning & ERP Systems
Fermilab
Batavia, Illinois
Cloud Engineering
Solutions Engineering & Architecture
Technical Program Management
$79k - $104k/yr
High school diploma or GED

Have you applied for this role?

Duly Health and Care
Financial Planning Analyst
We won't show you this job again
Duly Health and Care
Added 1d ago
Financial Planning Analyst
Duly Health and Care
Downers Grove, Illinois
Business Analysis
Data Analytics
Data Science
$58k - $87k/yr
Bachelor's degree in finance
5,001-10,000

Have you applied for this role?

CIBC
Manager, Financial Planning and Analysis
We won't show you this job again
CIBC
Added 2d ago
Manager, Financial Planning and Analysis
CIBC
Chicago, Illinois
Business Strategy
Project Management
Strategy & Corporate Development
$125k - $140k/yr
Hybrid
Master's degree in business administration
10,000+

Have you applied for this role?

BRAVEN
Director, Financial Planning & Analysis
We won't show you this job again
BRAVEN
Added 2d ago
Director, Financial Planning & Analysis
BRAVEN
Chicago, Illinois
Human Resources
Human Resources (HR) — Generalist
Learning & Development
Recruiting & Talent Acquisition
$96k - $103k/yr
Hybrid
Bachelor's degree in finance
2-10

Have you applied for this role?

CF Industries Holdings, Inc.
Dir, Financial Planning & Analysis
We won't show you this job again
CF Industries Holdings, Inc.
Added 3d ago
Dir, Financial Planning & Analysis
CF Industries Holdings, Inc.
Northbrook, Illinois
Data Analytics
Data Science
$144k - $202k/yr
Master's degree in business administration
1,001-5,000

Have you applied for this role?

See All 47 Financial Planning Jobs in Illinois

Find roles in Illinois that match your experience and apply in just a few clicks.

Find Financial Planning Jobs

Financial Planning Jobs by City in Illinois

Where Illinois roles are concentrated, by current openings.

Chicago
21 jobs
Northbrook
3 jobs
Warrenville
2 jobs
Aurora
1 job
Peoria
1 job
Batavia
1 job
Buffalo
1 job
Freeport
1 job
Rochelle
1 job

Financial Planning Job Market in Illinois

A snapshot from current Illinois openings, updated as new roles post.

Who's Hiring

Fehr Graham
Fehr Graham7 open roles
Google
Google2 open roles
CVS Health
CVS Health2 open roles

Top Industries Hiring

  • Manufacturing
  • Healthcare & Medical Services

What Illinois Employers Look For

The qualifications that appear most often in financial planning jobs across Illinois.

  • CFP certification or active progress toward it required or strongly preferred by most Illinois firms
  • Series 65 or Series 66 license registered with Illinois Securities Department for investment advisory roles
  • Bachelor's degree in finance, accounting, economics, or a closely related field
  • Demonstrated experience building and maintaining client financial plans using planning software
  • Proficiency with financial planning platforms such as eMoney Advisor, MoneyGuidePro, or Envestnet
  • Strong written and verbal communication skills for presenting plans to individual and institutional clients

Financial Planning Jobs in Illinois: Frequently Asked Questions

How do you become a financial planning professional in Illinois?

Most financial planning roles in Illinois require at minimum a bachelor's degree in finance, economics, or accounting, followed by the CFP (Certified Financial Planner) designation awarded by the CFP Board after completing coursework, an exam, and experience hours. Advisors who manage client investments must also register as Investment Adviser Representatives with the Illinois Securities Department and pass the Series 65 or Series 66 exam. Insurance-focused planners need an Illinois life and health insurance license through the Illinois Department of Insurance.

How much do financial plannings make in Illinois?

Financial plannings in Illinois earn a median of about $120,130 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,820 for the lowest 10% to over $328,650 for the top 10%. Pay rises with experience, specialty, and employer.

Which companies hire financial planning professionals in Illinois?

Employers hiring financial plannings in Illinois right now include Fehr Graham, Google, and CVS Health, based on current listings on Migrate Mate as of September 2026. Illinois's concentration of major insurance carriers, asset managers, and corporate headquarters in the Chicago metro means openings appear regularly at both large institutions and independent registered investment adviser firms.

Which Illinois cities have the most financial planning jobs?

Chicago, Northbrook, and Warrenville account for the largest share of financial planning openings in Illinois. Chicago leads by a wide margin given its dense cluster of wealth management firms, bank trust departments, and corporate finance functions, while Naperville and Schaumburg draw openings from the major insurance and financial services companies headquartered along the I-88 and I-90 corridors.

Are there remote financial planning jobs in Illinois?

Yes, and more than many client-facing fields, since much of the analytical and plan-preparation work can be done from anywhere. About 68% of financial planning openings tied to Illinois are remote or hybrid as of September 2026, reflecting client meeting requirements that vary by firm. Purely analytical roles, such as financial plan associates and paraplanning positions, are the most likely to be fully remote.

How can I get hired as a financial planning professional in Illinois with little or no experience?

The most realistic entry path is a paraplanner or financial planning associate role, which large Illinois firms such as Northern Trust and regional registered investment adviser practices use to bring in candidates who are working toward their CFP coursework but lack full experience. Community banks and credit unions throughout Illinois also hire entry-level advisors and rotate them through planning, lending, and investment service desks. Completing the CFP education requirement before applying and building a sample financial plan portfolio gives candidates a concrete edge when competing against other newcomers.

Where can I find and apply to financial planning jobs in Illinois?

You can find and apply to financial planning jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers across the state. Search the listings, find roles that match your experience and credentials, and apply directly to the ones that fit.

See All 47 Financial Planning Jobs in Illinois

Find roles in Illinois that match your experience and apply in just a few clicks.

Find Financial Planning Jobs