56 Results for

Financial Advisory Jobs in Plainfield, IL

Jobs

New!

Oakbrook Terrace, IL5 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.

New!

Western Springs, ILToday

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Oak Brook, IL30+ days ago

Gather moderate to complex data on local, regional, and national commercial real estate markets by researching sources including, but not limited to industry, regulatory and economic information, financial periodicals and newspapers, mortgage and lease documents, demographic date, property information and company records. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

Chicago, IL30+ days ago

An industry accounting professional with broad knowledge of US GAAP, including purchase accounting, derivatives, complex debt, and equity securities, stock-based compensation, revenue recognition, and lease accounting, seeking to get into client services/consulting. In addition to demonstrating a strong work ethic and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.

Chicago, IL30+ days ago

Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight the key financial, findings of potential investments as well as the drivers behind sustainable profits and cash flows. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have: Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment.

Chicago, Illinois29 days ago

$102,000–$155,000 Per Year

The Role: Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. Bachelor’s and/or relevant advanced degree; Accounting, Finance, Economics or related degree preferred; Advanced credential (i.e. CPA) and/or Masters Degree preferred; Exceptional client service orientation, proactive client communications and deadline management.

Chicago, Illinois8 days ago

$124,000–$190,000 Per Year

The Role: Senior Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

Oakbrook Terrace, IL30+ days ago

Full-time

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Under general supervision (but works independently most of the time), the Account Manager will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

Chicago, IL30+ days ago

Full-time

Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Vice Presidents work directly with CFOs, controllers, private equity sponsors, and external auditors to help clients address complex accounting matters while improving the efficiency and effectiveness of their finance organizations.

Chicago, IL30+ days ago

Remote

$125,000–$140,000 Per Year

Dining engagements often integrate with larger institutional planning efforts—including student life, housing, athletics, and campus development—requiring close collaboration across the firm to deliver coordinated strategies that support each institution’s mission. B&D partners with institutions, municipalities, and organizations to shape and deliver complex real estate and capital projects, providing strategic insight and end-to-end advisory services across the full project lifecycle.

Elk Grove Village, IL10 days ago

Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses. Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years.

Chicago, Illinois16 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, 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.

Chicago, Illinois9 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.

Naperville, Illinois30+ days ago

$113,000–$153,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work‑in‑progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.

New!

Chicago, IL4 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.

Naperville, Illinois30+ days ago

$113,000–$153,000 Per Year

Wipfli’s accounting advisory practice is seeking a Manager with strong healthcare and post‑acute care experience to serve as an outsourced controller and support our skilled nursing industry clients. In this role, you will provide controller‑level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long‑term financial stability.

Naperville, Illinois30+ days ago

$151,000–$203,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.

New!

Naperville, Illinois5 days ago

Remote

$113,000–$153,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Naperville, Illinois30+ days ago

$151,000–$203,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

Naperville, Illinois30+ days ago

$151,000–$203,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Experience providing accounting and advisory to commercial real estate entities, including investment partnerships, joint ventures, and multi-entity ownership structures.

Naperville, Illinois30+ days ago

Remote

$113,000–$153,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.

Naperville, Illinois11 days ago

$113,000–$153,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

Naperville, Illinois30+ days ago

Remote

$113,000–$153,000 Per Year

As a Controller in Healthcare with our Outsourced Controller team, you will oversee and manage multiple client teams engaged with our healthcare clients, provide training to and promote development of staff, have direct client contact providing superior client consulting services. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

Glen Ellyn, 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.

Downers Grove, IL30+ days ago

$110,000–$140,000

The Senior Financial Analyst is primarily responsible for financial reporting and data analytics, with an advanced ability to analyze data, highlight key insights, and recommend actions to key stakeholders. • Develop cost-benefit analyses, business plans, ROI analysis, and other ad hoc analyses for cost reduction projects and opportunities.

Oak Brook, Illinois30+ days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Lombard, IL30+ days ago

Full-time

Are You Looking to: Analyze key business drivers like labor efficiency, inventory turnover, and supply chain costs to identify trends and opportunities for improvement. Are You Ready to: Build complex models to evaluate the ROI of capital expenditures ($CapEx$), such as new machinery, facility expansions, or technology implementations.

Romeoville, IL28 days ago

$67,108–$70,000 Per Year

Prepare daily cash position reports; assist the VP of Finance in organizing and analyzing data regarding projected assets, liabilities, and liquidity. Provide backup for card services (Debit/Credit/Prepaid) and ACH activities, including posting file verification, exception processing, and dispute adjustments.

Chicago, IL29 days ago

Full-time

This highly visible role assists in gathering and analyzing financial data across the platform to produce forward-looking financial statements, operating metrics, and performance insights. An entry-level Financial Analyst role responsible for supporting business planning, reforecasting, valuations, and internal reporting processes.

Chicago, Illinois12 days ago

This range is a reasonable estimate and takes into account several factors that are considered in making compensation decisions, including, but not limited to, geographic location, skill set, experience, education, training, internal equity, and other business needs. Responsibilities: North American Locomotive Operations reporting and analysis: Own preparation and analysis of key locomotive maintenance performance metrics for monthly and quarterly reporting, including variance to budget, forecast, and prior periods.

Des Plaines, IL30+ days ago

Full-time

The analyst is also responsible for supporting quarterly financial forecasts, modeling, and business case development EDUCATIONAL/EXPERIENCE REQUIREMENTS: Minimum of a Bachelors degree in Finance, Business or Economics 2-5 years experience in a financial or business analyst role High proficiency in Microsoft Excel including creating/maintaining Pivot Tables and formula writing (ie XLOOKUP, VLOOKUP, SUMIFS, and ability to write conditional IF or IFERROR statements) High proficiency in Microsoft PowerPoint Experience with relational database and reporting tools RESPONSIBILITIES: Monitor and coordinate activities to support operational performance management (e.g. Develop, organize and present detailed performance reports for both internal and external use Conduct modeling, forecasting, trending, variance analysis, business case development, and other financial and operational analysis (e.g., operational effectiveness, budget, resource, workload, workforce and capacity utilization, competitor, etc.).

Chicago, IL, IL9 days ago

$110,000–$160,000 Per Year

Experience with assurance, audit for multiple entities as well as multiple industries including construction, healthcare, professional, manufacturing, some government entities. Bachelors degree in accounting or equivalent, (Masters Preferred but definitely not required- accounting, business, stats, etc.).

Marseilles, Illinois30+ days ago

Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations. Must be able to fulfill ad hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads and line personnel.

New!

Warrenville, IllinoisToday

Perform various accounting and controlling operations for all business units of Applied Solutions Group, including the preparation of periodic financial reports, maintenance of accounting record systems, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of financial results, and ensure that reported results comply with generally accepted accounting principles (GAAP). Key responsibilities for this role are as follows: Review business unit results (MD&A and financial statements), including customer and product-line revenue and margin details; investigate trends and variances.

Downers Grove, Illinois30+ days ago

$95,000–$105,000 Per Year

Administrative support duties such as scheduling closing calls, prepare and process IT and other cost allocations, purchasing card program, other administrative duties as required. The Senior Financial Analyst, reporting to the Director of Accounting, is responsible for providing financial, operational, and analytical support throughout the division.

Mokena, Illinois29 days ago

Provide financial expertise in the development of business cases to support new initiatives and/or enhancements to current processes in addition to providing post implementation analysis of new business. Providing direct support to the Regional Controller, Environmental Services US Midwest, this person will work closely with the business leadership to help to drive overall performance and profitability.

Lisle, Illinois17 days ago

In April 2023, TRATON embarked on an ambitious journey to integrate independent brand Research & Development (R&D) Organizations in Scania, MAN, International, and Volkswagen Truck & Bus into a single global TRATON R&D organization. From building complex business cases to collaborating across Engineering, Manufacturing, Sales, and Procurement, you’ll help turn bold product ideas into profitable, real-world solutions.

Chicago, IL10 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.

Oak Brook, IL30+ 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.

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.

Rosemont, IL30+ days ago

Full-time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Collaborate with AVP – AP to perform research to interpret, and provide subject matter expertise on, complex technical accounting matters and accounting estimates to ensure conformity with company policies and generally accepted accounting principles (“GAAP”).

New!

Oak Brook, Illinois3 days ago

Ability to fulfill office activities including but not limited to remain stationary for extended periods of time (i.e. while working at a desk), stoop/kneel/crouch, travel around the office, communicate with others (verbal and written), and use fine motor skills including fine hand manipulation and keyboarding. Prepare high profile deliverables presented to Finance senior leadership team including high level presentations of financial trends and performance, major capital projects and other company initiatives.

Bolingbrook, Illinois30+ 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. As a member of the Financial Planning and Analysis team, the Senior Financial Analyst will be a key strategic partner to business leaders, providing financial guidance to drive data-backed decisions and delivering insights that promote accountability and results.

Rosemont, IL30+ days ago

Full-time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor – accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller with various special projects as needed.

Oak Brook, Illinois25 days ago

Ability to fulfill office activities including but not limited to remain stationary for extended periods of time (i.e. while working at a desk), stoop/kneel/crouch, travel around the office, communicate with others (verbal and written), and use fine motor skills including fine hand manipulation and keyboarding. Work with FP&A team on high profile deliverables presented by Finance senior leadership team including high level presentations of financial trends and performance, major capital projects and other company initiatives.

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

$77,000–$116,000 Per Year

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Chicago, Illinois30+ days ago

$250,000–$300,000 Per Year

This role sits at the nexus of Private Advisors and the broader firm, collaborating with Regional Leadership and cross-functional partners across Operations, Technology, Product, Legal, and Compliance to remove friction, drive productivity, and enable high-performing advisory businesses. Position: The Director of Advisor Productivity is a senior regional leadership role responsible for helping Rockefeller Global Family Office (RGFO) Private Advisors grow, operate more efficiently, and deliver an exceptional client experience.

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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisory job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Advisory Jobs in Plainfield, IL

Senior Wealth Advisor Jobot

Financial Advisor - PNC Wealth Management PNC Financial Services Group

Debt Advisory & Structured Finance Analyst CBRE

VP Accounting Advisory Regal Executive Search

Transaction Advisory Associate Regal Executive Search

Manager - Accounting Advisory/Private Accounting Solutions Andersen

Senior Manager - Accounting Advisory/Private Accounting Solutions Andersen

Sr. Account Manager, Wealth Management Advisory Northern Trust

Vice President, Accounting Advisory Palm Tree

Senior Associate (Procurement & Contract Advisory) Brailsford and Dunlavey

Managing Director, Investment Advisory Bankers' Bank

Financial Advisor Northwestern Mutual

Senior Financial Advisor Gallagher

Business Development Financial Advisor CAPTRUST

Manager, Accounting Advisory - Construction Industry Clients Wipfli Advisory LLC

Financial Advisor - Chicago Lenox Advisors

Manager, Accounting Advisory - Skilled Nursing Industry Clients Wipfli Advisory LLC

Senior Manager, Accounting Advisory - Nonprofit Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Manufacturing Industry Clients Wipfli Advisory LLC

Senior Manager, Accounting Advisory - Technology Clients Wipfli Advisory LLC

Senior Manager, Accounting Advisory - Commercial Real Estate Industry Wipfli Advisory LLC

Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Technology Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Physician Practices Wipfli Advisory LLC

Financial Advisor/Wealth Manager Professions Inc

Senior Financial Analyst Radwell International

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Sr. Financial Analyst Bel Fuse Inc.

Accountant / Financial Analyst Abri Credit Union

Financial Analyst - FP&A - Entry Level NorthPoint Search Group

Sr Financial Analyst GATX

Financial Analyst III Collins Consulting, Inc

Audit Manager - Client Advisory, LLCs, S-Corps Caliber Recruiting Group

Senior Financial Analyst Constellation Energy Generation, LLC.

Financial Analyst (Hybrid) ANCRA INTERNATIONAL, LLC

Senior Financial Analyst (EMS) EMCOR Mechanical Services, Inc.

Financial Analyst GFL Environmental, Inc

Financial Analyst- TRATON R&D US, LLC International Motors, LLC

Financial Advisor WestPoint Financial Group

Senior Financial Advisor AFIN Family Wealth Management

HFA Financial Advisor Senior - Branch Huntington National Bank

Senior Financial Analyst - Accounting Policy Wintrust Financial Corporation

Financial Analyst FP&A Athletico Physical Therapy

Sr Financial Analyst, Supply Chain Ulta Beauty, Inc.

Financial Analyst – GLM – Mortgage Accounting Wintrust Financial Corporation

Financial Analyst Athletico Physical Therapy

HFA Financial Advisor Senior - Branch Huntington

Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLC

Director of Advisor Productivity Rockefeller Capital Management

Senior Wealth Planner Rockefeller Capital Management

Resume Resources