Wealth Advisor Jobs in Illinois
Wealth Advisor jobs in Illinois are consistently active, with demand concentrated in private banking, independent advisory firms, and wealth management divisions of major financial institutions, from associate-level roles through senior relationship managers and principals. The largest hiring markets are Chicago, Naperville, and Schaumburg, where firms such as Northern Trust, Baird, and Allstate Financial have long-standing Illinois operations. The most sought-after specialties are retirement planning, high-net-worth client management, and estate and tax planning strategy. Find a role that fits below and apply directly.
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POSITION OVERVIEW
The Advisor Onboarding Operations Specialist ensures a seamless transition for newly acquired advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration—serving as the primary liaison between new advisors and centralized service teams.
KEY RESPONSIBILITIES
Client Data Migration & System Setup
- Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
- Verify data integrity across all systems and resolve discrepancies with technology and operations teams
- Maintain detailed documentation of all client migration activities and system configurations
Advisor Onboarding & Training Coordination
- Develop and execute customized onboarding plans tailored to each advisor’s background and book of business
- Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
- Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
- Track onboarding milestones and proactively address gaps throughout the 4-month transition period
Administrative Support & Transition Management
- Serve as primary advisor contact for questions, troubleshooting, and issue escalation
- Coordinate logistics including technology setup, office space, business cards, and marketing materials
- At the 4-month mark, conduct comprehensive handoffs with detailed transition documentation and warm introductions to centralized support teams
REQUIRED QUALIFICATIONS
- Bachelor’s degree in business, finance, or related field; or equivalent work experience
- 3–5 years of experience in financial services operations, client onboarding, or project coordination
- Proficiency with Salesforce CRM; experience with Orion portfolio management system strongly preferred
- Exceptional organizational skills with ability to manage multiple concurrent onboarding projects
- Strong written/verbal communication, detail orientation, and customer service aptitude
PREFERRED QUALIFICATIONS
- Experience supporting wealth management or RIA practices through mergers and acquisitions
- Knowledge of financial advisory compliance requirements and industry regulations
- Project management certification (PMP/CAPM) and experience creating training materials
- Familiarity with change management principles
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
POSITION OVERVIEW
The Advisor Onboarding Operations Specialist ensures a seamless transition for newly acquired advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration—serving as the primary liaison between new advisors and centralized service teams.
KEY RESPONSIBILITIES
Client Data Migration & System Setup
- Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
- Verify data integrity across all systems and resolve discrepancies with technology and operations teams
- Maintain detailed documentation of all client migration activities and system configurations
Advisor Onboarding & Training Coordination
- Develop and execute customized onboarding plans tailored to each advisor’s background and book of business
- Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
- Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
- Track onboarding milestones and proactively address gaps throughout the 4-month transition period
Administrative Support & Transition Management
- Serve as primary advisor contact for questions, troubleshooting, and issue escalation
- Coordinate logistics including technology setup, office space, business cards, and marketing materials
- At the 4-month mark, conduct comprehensive handoffs with detailed transition documentation and warm introductions to centralized support teams
REQUIRED QUALIFICATIONS
- Bachelor’s degree in business, finance, or related field; or equivalent work experience
- 3–5 years of experience in financial services operations, client onboarding, or project coordination
- Proficiency with Salesforce CRM; experience with Orion portfolio management system strongly preferred
- Exceptional organizational skills with ability to manage multiple concurrent onboarding projects
- Strong written/verbal communication, detail orientation, and customer service aptitude
PREFERRED QUALIFICATIONS
- Experience supporting wealth management or RIA practices through mergers and acquisitions
- Knowledge of financial advisory compliance requirements and industry regulations
- Project management certification (PMP/CAPM) and experience creating training materials
- Familiarity with change management principles
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
See All 58 Wealth Advisor Jobs in Illinois
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Find Wealth Advisor JobsWealth Advisor Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Wealth Advisor Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase27
- Citi2
- RK Partners2
- Goldman Sachs2
- Charles Schwab2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Accounting & Auditing
- Staffing & Recruiting
- Technology & Software
What Illinois Employers Look For
The qualifications that appear most often in wealth advisor jobs across Illinois.
- Active FINRA Series 65 or Series 66 registration recognized in Illinois
- Bachelor's degree in finance, economics, accounting, or a related field
- Two or more years of client-facing financial planning or advisory experience
- CFP designation or demonstrated progress toward Certified Financial Planner certification
- Proven ability to develop and manage a book of business independently
- Strong knowledge of investment products, portfolio construction, and fiduciary standards
Wealth Advisor Jobs in Illinois: Frequently Asked Questions
How do you become a wealth advisor in Illinois?
To practice as a wealth advisor in Illinois, you need to register as an Investment Adviser Representative through the Illinois Securities Department, which oversees licensing under the Illinois Securities Law. Most employers require passing the Series 65 exam or the Series 66 in combination with the Series 7. A bachelor's degree in finance or a related field is the standard entry requirement, and many Illinois firms expect candidates to be working toward or to already hold the CFP designation.
How much do wealth advisors make in Illinois?
Wealth advisors 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 wealth advisors in Illinois?
Employers hiring wealth advisors in Illinois right now include JPMorganChase, Citi, and RK Partners, based on current listings on Migrate Mate as of September 2026. Illinois's deep concentration of financial services headquarters and regional offices, particularly in the Chicago metro, means consistent demand from both large national firms and independent registered investment advisers.
Which Illinois cities have the most wealth advisor jobs?
Chicago, Skokie, and Normal have the most wealth advisor openings in Illinois. Chicago dominates due to its concentration of corporate headquarters, private banks, and independent advisory firms, while Naperville and Schaumburg attract openings from suburban wealth management offices and regional financial planning practices that serve the broader northeastern Illinois corridor.
Are there remote wealth advisor jobs in Illinois?
Yes, but they are less common than in purely analytical roles, since wealth advising depends heavily on ongoing client relationships and trust-building that most firms still manage in person. About 47% of wealth advisor openings tied to Illinois are remote or hybrid as of September 2026, with hybrid arrangements more prevalent than fully remote. The tasks most often performed remotely include financial plan preparation, portfolio review, and client reporting.
How can I get hired as a wealth advisor in Illinois with little or no experience?
The most realistic entry path is a financial advisor associate or client service associate role at a bank or wirehouse, where you support senior advisors while building toward your own book. Northern Trust, Baird, and large Illinois-based credit unions regularly bring on associates without a full client-facing background. Passing the Series 65 exam before you apply gives you a concrete edge, and some firms will sponsor the exam once you're hired. Candidates who move laterally from banking, insurance, or financial analysis roles with client contact often advance quickly into advisory positions.
Where can I find and apply to wealth advisor jobs in Illinois?
You can find and apply to wealth advisor jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers actively hiring. Find roles that match your experience and credentials and apply directly to the ones that fit.
See All 58 Wealth Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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