105 Results for

Certified Financial Planner Jobs in Chicago, IL

Jobs

Elmhurst, IL11 days ago

$30.46–$45.69 Per Hour

Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties.

New!

Chicago, ILToday

$102,000–$190,000 Per Year

Application Deadline: 07/16/2026Address: 320 S Canal StreetJob Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

New!

Oakbrook Terrace, IL4 days ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Buffalo Grove, IL30+ days ago

Full-time

Associate Financial Planner Job Summary: Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client's financial plan, which include management of both internal and external workflows. Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software.

Chicago, IL30+ days ago

Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. Success in this role depends on thoughtful analysis, a competitive spirit to outperform, and dedication to providing clients with a superior planning experience.

Chicago, IL30+ days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Chicago, IL30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

Chicago, IL30+ days ago

The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

North Barrington, IL30+ days ago

Full-time

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.

Schaumburg, Illinois10 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Chicago, IL30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Chicago, IL30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Chicago, Illinois30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

Schaumburg, IL30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Chicago, IL30+ days ago

$45,000–$75,000 Per Year

Lakeshore Financial Group is growing, and we are looking for entrepreneurial-minded professionals who want to build meaningful client relationships, teach financial literacy, and develop into trusted financial advisors. Whether you are already licensed or just beginning your journey, this position offers a clear path to building a career as a financial advisor with long-term income potential and real impact.

Chicago, IL26 days ago

Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

New!

Chicago, Illinois4 days ago

$125,000–$175,000 Per Year

At least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Chicago, Illinois30+ days ago

$100,000–$130,000

This position reports directly to the Planning Manager and works closely with Merchandising, Allocation, and Finance to ensure inventory investments align with financial targets and brand strategy. This role is responsible for driving sales, margin, and inventory productivity through disciplined forecasting, open-to-buy management, and in-season trade execution.

Munster, IN30+ days ago

Full-time

As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM.

Chicago, IL30+ days ago

Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Chicago, IL30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Chicago, IL30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Chicago, IL30+ days ago

Full-time

Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges. Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.

Chicago, IL30+ days ago

Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, including but not limited to: Follow up with prospective clients on additional information and materials needed for timely completion of planning analysis and both insurance and investment materials. Generate, monitor, and submit all insurance applications (life, disability, long term care, and annuity), ensuring compliance with all relevant state-specific regulatory requirements and internal policies, including those established by Northwestern Mutual, to provide a seamless submission of all applications.

Naperville, IL30+ days ago

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Chicago, Illinois30+ days ago

The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

New!

Chicago, IL4 days ago

$80,000–$150,000 Per Year

You'll work with clients to protect what they've built and grow long-term wealth, using relationships you've already spent years earning. We run a non-captive model, which means you keep your independence and have real flexibility in how you serve clients.

Chicago, IL30+ days ago

Full-time

Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.

Arlington Heights, IL26 days ago

$100,000–$125,000 Per Year

The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. With an expert balance of big-picture problem-solving and boots-on-the-ground execution, we deliver bespoke AV solutions for in-person, virtual, and hybrid meetings and live events.

Chicago, Illinois8 days ago

Provide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.

Naperville, IL30+ days ago

Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. + Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Niles, Illinois8 days ago

$119,000–$150,000 Per Year

We're currenlty seeking a Global FP&A and Debt Compliance Manager who willl be responsible for providing financial leadership for The Bradford Group, Inc. including weekly and monthly reporting (both internal and external), quarterly forecasting, annual budgeting, debt covenant projections and strategic planning. We concept, create, design and market our creative products directly to our customers, and leverage licenses with the biggest names in entertainment and sports to bring unique and curated products to our customers across the globe.

Merrillville, IN12 days ago

This role partners with executive leadership, Operations, and Ownership to lead financial planning, reporting, and performance analysis, delivering data-driven insights that inform strategic decisions and maximize returns. The Director of Financial Planning & Analysis is a senior finance leader responsible for driving hotel and corporate profitability across a large, multi-property portfolio.

Chicago, IL30+ days ago

Remote

Part-time

Similarly develop various recurring monthly, quarterly and annual financial review and forecasting processes including various levels of reporting and tracking and use those processes to develop reporting procedures which permit appropriate communication of company goals and performance results both to executive management and within the company departmental and employee base. Develop a limited, impactful set of Key Performance Indicators, as well various supporting transformational financial and operational metrics to better understand the business’s operating dynamics and develop supporting financial models and decision-support tools to mechanize appropriate decision processes.

Chicago, IL13 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

Deerfield, IL30+ days ago

The Senior Financial Planning Analyst position is critical in building our financial models, creating and executing compensation plans/reporting for our sales team and assisting sales in driving strong financial decisions. The Senior Financial Planning Analyst is responsible for partnering with our business on key areas along with creating financial reports to assist the managing director to effectively manage the business.

Chicago, IL30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Chicago, IL30+ days ago

Full-time

Powered by technology and a network of 1500+ restaurants, we feed hungry people at work through a platform of unique food programs located within companies, office buildings, hospitals, schools, distribution centers, and more. The salary range for this role is $150,000- $175,000 plus a bonus and is dependent on a number of factors, included but not limited to work experience, training, location, and skills.

Chicago, IL30+ days ago

$100,000–$120,000 Per Year

You will be a visible partner to senior leaders and executives across the organization, guiding the full budgeting and forecasting cycle, building out NAR’s NetSuite Planning & Budgeting platform, and delivering financial clarity. We are looking for someone with a track record of owning complex financial work streams end-to-end and who is energized by the opportunity to shape how a large, mission-driven organization understands and manages its financial performance.

Naperville, Illinois18 days ago

He/she will translate operational drivers (routing, fleet productivity, cube utilization, backhaul profitability) into financial insights, own forecasting, reporting, and performance management across multiple Transportation P&Ls and ensure financial assumptions are transparent, analytically sound, and aligned with organizational priorities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training as well as the administration of all Human Resources and Talent Acquisition processes.

Lombard, Illinois10 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Bolingbrook, Illinois25 days ago

If you want a collaborative environment where continual learning, career self-determination and trust are prioritized, where an engaged leadership provides deep levels of support and guidance, Ulta Beauty is uniquely positioned to deliver greater levels of career satisfaction. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.

New!

Chicago, IL2 days ago

$140,000–$148,000 Per Year

Support the delivery of the quarterly, annual and medium-term financial commitments of Cresa through strong performance management processes, systems and capabilities and coordinate regular business reviews. Support the organizational Annual Operating Plan and Quarterly forecasts with effective tools and analysis to ensure understanding of financial projections & related risks & opportunities.

New!

Rolling Meadows, Illinois6 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Concentrated on optimizing financial success, partners with both field operations and Senior Management to deliver meaningful insights around financial strategy, working closely with Leadership in budget creation and cost management.

New!

Chicago, Illinois6 days ago

Remote

What You'll Do / Your ImpactClient Experience & Advisory SupportProvide hands-on supervisory oversight of investment advisory activities to support a consistent, high-quality advisor and client experience. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

Chicago, IL30+ days ago

Full-time

The VP leads ContinuServe’s delivery of finance and accounting services at the highest level of complexity, ensuring excellence in compliance, reporting, and strategic advisory, while managing and mentoring a delivery team. The Vice President - Finance and Accounting (VP) serves as a Chief Financial Officer (CFO) and Chief Accounting Officer (CAO) for assigned clients, including complex government and quasi-government organizations.

Chicago, IL30+ days ago

We are seeking a driven and technically strong Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork. This role is for a developing advisor who takes ownership of their growth, commits to mastering their craft, and understands that client trust is earned through preparation and follow-through.

Lombard, IL30+ days ago

This role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management. You'll play a key role in supporting comprehensive financial plans--roughly 80% investment-focused and 20% risk management--while gaining exposure to advanced planning strategies and long-term career growth.

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Certified Financial Planner Jobs in Chicago, IL

Jobs

Discharge Planner MSWEndeavor Health

Private Wealth Advisor - DirectorBMO Financial

Senior Wealth AdvisorJobot

Financial Planner (Associate & Lead)Macpower Digital Assets Edge LLC

Financial Planner | Austin, TXRK Partners

Financial Planner-Seattle, WARK Partners

Wealth Strategist (Financial Planner)City National Bank

Senior Financial PlannerChoreo

Senior Financial AdvisorWorld Insurance Associates, LLC.

Financial AdvisorNorthwestern Mutual

Financial Advisor-SeattleRK Partners

J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerJPMorgan Chase Bank, N.A.

Senior Wealth PlannerRockefeller Capital Management

Financial Advisor/Wealth ManagerProfessions Inc

Financial AdvisorAvenica

Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus BonusTrajan Wealth LLC

Business Development Financial AdvisorCAPTRUST

Merchandise PlannerAKIRA

Senior Financial AdvisorAFIN Family Wealth Management

2026 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)JPMorgan Chase

Financial Advisor - LicensedRK Partners

Financial Advisor-Springfield, ILRK Partners

Financial AdvisorWintrust Financial Corporation

Financial Planning Associate-West L.A.RK Partners

HFA Financial Advisor Senior - BranchHuntington

Senior Financial AdvisorGallagher

Financial AdvisorWestPoint Financial Group

Relationship Manager - Financial ServicesAdvyzon

Financial Planning & Analysis AnalystPinnacle Live

Financial Planning and Analysis ManagerRyan Specialty Group

HFA Financial Advisor Senior - BranchHuntington National Bank

Manager, Global Financial Planning & Forecasting and Debt ComplianceThe Bradford Exchange

Director Financial Planning & AnalysisWhite Lodging Services Corporation

Financial Planning Analyst (Remote)Rise25

Financial Advisor - ChicagoLenox Advisors

Accounting/Finance - Lead - Financial Planning & Analysis (Mid Level)Lancesoft

AVP, Treasury - Financial Planning and AnalysisSynchrony

Manager of Financial Planning and AnalysisFooda

Senior Financial Analyst, FP&ANational Association of REALTORSÂ®

Director, Financial Planning & AnalysisKeHE Distributors, LLC

College Financial Representative, Internship ProgramNorthwestern Mutual

Manager Financial Planning and AnalysisUlta Beauty, Inc.

Manager, Financial Planning & AnalysisCresa

Financial Planning and Analysis ManagerGallagher

Supervision Manager - Financial ServicesAlera Group

AVP - Chief Financial OfficerContinuserve

Associate Advisor | Atlanta, GARK Partners

Wealth Management AdvisorMJT & Associates

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