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 IMPACT YOU CAN HAVE:
As a key finance partner within the Ulta Financial Planning and Analysis team, the Digital Senior Manager will provide financial insights that inform strategic and operational decisions and drive the financial results and the future of Ulta’s digital business. The Senior Manager will partner with the Digital leadership team to support the planning and forecast process, the creation, launch, and growth of strategic initiatives within Ulta’s digital ecosystem and lead the Digital FP&A team.
YOU'LL ACCOMPLISH THESE GOALS BY:
- Lead the Digital P&L budget, forecast, and close processes, including core eCommerce and broader Digital initiatives. Serve as the key owner and business partner to Digital leadership.
- Lead the Digital Sales and GMV forecast processes, which incorporates all Buy anywhere Fulfill anywhere (BaFa) channels, as well as various Marketplace and offsite partners.
- Lead the planning and support of all key Digital initiatives, including the monitoring and enhancement of current initiatives, as well as all future strategic endeavors.
- Support strategic digital and enterprise initiatives through project planning, analysis, and effective forecasting, identifying growth and value realization opportunities.
- Develop tools and reporting that will provide insights into the business and improve productivity.
- Monitor business performance through regular partnership with the digital leadership team and across varied ad hoc projects.
- Works closely with the business to establish strategies, plans, and processes to improve profitability and cost efficiencies.
- Partner closely with the wider Go-to-Market team to support the Integrated Business Planning process.
- Manage a total team of four individuals, helping them execute their roles and aiding in their professional development.
THE ESSENTIALS FOR SUCCESS:
- 7+ years of professional financial experience in a retail or consumer products organization, with experience in eCommerce-related business helpful
- Undergraduate degree in finance, business, or related field, MBA preferred but not required
- Advanced analytical skills coupled with an ability to interpret, communicate findings, and make recommendations to senior leadership
- Experienced in influencing decision makers through financial analyses and interpersonal skills
- Ability to build teams, processes, and models that deliver desired results
- Innate inquisitiveness relative to process workings and financial results
- Proficiency in effectively prioritizing and managing multiple assignments with time sensitive deadlines
- Comfortable working independently and collaboratively in a cross-functional environment, with the desire to timely communicate across key stakeholdersAdvanced Excel and PowerPoint skills, Business Intelligence systems is helpful
- Knowledge of financial processes and internal controls
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.
THE IMPACT YOU CAN HAVE:
As a key finance partner within the Ulta Financial Planning and Analysis team, the Digital Senior Manager will provide financial insights that inform strategic and operational decisions and drive the financial results and the future of Ulta’s digital business. The Senior Manager will partner with the Digital leadership team to support the planning and forecast process, the creation, launch, and growth of strategic initiatives within Ulta’s digital ecosystem and lead the Digital FP&A team.
YOU'LL ACCOMPLISH THESE GOALS BY:
- Lead the Digital P&L budget, forecast, and close processes, including core eCommerce and broader Digital initiatives. Serve as the key owner and business partner to Digital leadership.
- Lead the Digital Sales and GMV forecast processes, which incorporates all Buy anywhere Fulfill anywhere (BaFa) channels, as well as various Marketplace and offsite partners.
- Lead the planning and support of all key Digital initiatives, including the monitoring and enhancement of current initiatives, as well as all future strategic endeavors.
- Support strategic digital and enterprise initiatives through project planning, analysis, and effective forecasting, identifying growth and value realization opportunities.
- Develop tools and reporting that will provide insights into the business and improve productivity.
- Monitor business performance through regular partnership with the digital leadership team and across varied ad hoc projects.
- Works closely with the business to establish strategies, plans, and processes to improve profitability and cost efficiencies.
- Partner closely with the wider Go-to-Market team to support the Integrated Business Planning process.
- Manage a total team of four individuals, helping them execute their roles and aiding in their professional development.
THE ESSENTIALS FOR SUCCESS:
- 7+ years of professional financial experience in a retail or consumer products organization, with experience in eCommerce-related business helpful
- Undergraduate degree in finance, business, or related field, MBA preferred but not required
- Advanced analytical skills coupled with an ability to interpret, communicate findings, and make recommendations to senior leadership
- Experienced in influencing decision makers through financial analyses and interpersonal skills
- Ability to build teams, processes, and models that deliver desired results
- Innate inquisitiveness relative to process workings and financial results
- Proficiency in effectively prioritizing and managing multiple assignments with time sensitive deadlines
- Comfortable working independently and collaboratively in a cross-functional environment, with the desire to timely communicate across key stakeholdersAdvanced Excel and PowerPoint skills, Business Intelligence systems is helpful
- Knowledge of financial processes and internal controls
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.
See All 43 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
- Staffing & Recruiting
- Consulting & Professional 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, Ulta, and CBIZ, based on current listings on Migrate Mate as of November 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, Schaumburg, and Rosemont 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 90% of financial planning openings tied to Illinois are remote or hybrid as of November 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 43 Financial Planning Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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