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.
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The expected hiring range for this position is:
$79,300.00-$104,400.00.Please note that the pay range information is a general guideline only. The pay offered to a selected candidate will be determined based on factors such the scope and responsibilities of the position, qualifications of the selected candidate, business considerations, internal equity, and external market pay for comparable jobs.
This position is not eligible for referral bonus program, or sponsorship assistance.
About the Role:
Fermilab’s Finance & Procurement Division seeks an Information Technology Process Analyst II. The IT Process Analyst under general direction supports the Budget and Financial Managers across the full lifecycle of the Laboratory’s financial planning and reporting systems, with primary focus on the Oracle Planning and Budget Cloud Service (PBCS) and its integration with Oracle E-Business Suite (EBS) financial modules. This individual supports recurring budgeting, forecasting, project accounting, and resource management cycles; administers and enhances BPS and Oracle Business Intelligence (OBI) dashboards and ad hoc subject areas; and provides cross-trained backup coverage for critical financial systems processes to ensure continuity of operations. The Analyst will also help with data stewardship for Finance to ensure that Finance data and metadata follow governance standards.
What your day-to-day as an Information Technology Process Analyst II at Fermilab will look like:
- Analyze and evaluate business requirements and, with minimal oversight, develop or improve upon specific existing IT processes to meet these requirements. Document business rationale and alternatives considered.
- Plan, coordinate, and may lead projects. Review and prioritize customer demands, and then communicate and coordinate approved priorities to customers and appropriate service providers.
- Execute existing business processes and process flows and identifies needed changes.
- Propose and design solutions to address short-term and long-term business needs.
- Coordinate and assist in testing system changes and process improvements.
- Ensure appropriate level of communication about IT service or process changes. May provide consultation about or deliver necessary trainings.
- Prepare operational and user documentation for systems implementations.
- Prepare and transmits routine or time-sensitive data as directed by supervisor.
- Keep abreast of current business practices, emerging industry trends, and related technology.
Other Job Duties
- Perform other duties as assigned by supervisor.
- Abide by and is responsible for performing all duties in accordance with all environmental, health and safety regulations and practices pertinent to this position.
Essential Attributes for Success:
- High school diploma with 3+ years of experience in one or more functional areas to address business needs.
- Bachelor’s degree in a field related to the functional area being assisted with 1+ years of experience preferred.
Applicable Knowledge, Skills and Abilities Required:
- Ability to plan, schedule and direct skilled labor in the performance of project work. Proficiency in at least one Service Management suite.
- Excellent communication and customer service skills, as well as ability to work with professional engineers, architects, etc.
Work Arrangement:
Please note that the described work arrangement is subject to change based on business needs and is not guaranteed to be final.
- Onsite: This is an onsite role, and the candidate must be able to work from our Batavia office.
Benefits/Perks:
Fermilab offers a competitive and comprehensive benefits program, including:
- Medical, Dental, Vision and Flexible Spending Accounts
- Paid time off
- Life insurance
- Short and Long-term disability insurance
- Retirement benefits
- Onsite day care
Why Fermilab:
Fermilab is America’s premier laboratory for particle physics and accelerator research, funded by the U.S. Department of Energy. We support discovery science experiments in Illinois and locations around the world, including deep underground mines in South Dakota and Canada, mountaintops in Arizona and Chile, CERN in Europe and the South Pole.
Pre-Employment Screening:
Drug-Free Workplace & Pre-Employment Screening
Fermilab is dedicated to fostering a safe, productive and drug-free environment. An offer of employment is contingent upon the successful completion of a background check and drug screening.
HSPD-12
In accordance with Homeland Security Presidential Directive 12 (HSPD-12) new employees are required to obtain and maintain a HSPD-12 Personal Identity Verification (PIV) Credential. To obtain this credential, new employees must successfully complete and pass a federal background check investigation. This investigation includes a declaration of illegal drug activities, including use, supply, possession, or manufacture. This includes marijuana and cannabis derivatives, which are still considered illegal under federal law, regardless of state laws. Failure to obtain or maintain such government access authorization could result in the withdrawal of a job offer or future termination of employment.
Foreign Government Sponsored Activities
Fermilab employees, and certain guest researchers and contractors, are subject to particular restrictions related to participation in Foreign Government Sponsored or Affiliated Activities, as defined and detailed in United States Department of Energy Order 486.1A. Such individuals will be asked to disclose any participation for review by Fermilab's Office of General Counsel.
REAL-ID Requirement for access to Fermilab Campus
Fermilab requires all members of the public to produce a REAL-ID, or equivalent, to access the Fermilab Campus for interviews or career events. A list of acceptable forms of ID can be found here: https://get-connected.fnal.gov/wp-content/uploads/2021/09/REALID-Documents.pdf. If a candidate is selected for an interview but does not possess any of the equivalent documents, we may schedule a virtual interview.
Equal Opportunity Statement
Fermilab is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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 JobsFinancial Planning Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Planning Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring



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.
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