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Entry Level Financial Planner Jobs in Illinois (NOW HIRING)

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is ... Strong interest in financial planning and tax preparation. * Excellent communication and ...

New

dbHMS

Entry Level Building Performance Analyst

Chicago, IL · On-site

$60K - $80K/yr

Every new building, major renovation, or community planning project at DataBased+ has a Building ... Performing financial analysis and communicating effectively with decision makers. * Communicating ...

dbHMS

Entry Level Building Performance Analyst

Chicago, IL · Hybrid

$60K - $80K/yr

Every new building, major renovation, or community planning project at DataBased+ has a Building ... Performing financial analysis and communicating effectively with decision makers. * Communicating ...

Cccis

Financial Intelligence Analyst

Chicago, IL · On-site

Workday, Adaptive Planning, Essbase, Power BI, and Microsoft Fabric * Maintain and improve the ... Interest in how a business operates end to end Why This Role Most entry-level finance roles give ...

Shirley Ryan AbilityLab

Financial Analyst

Chicago, IL · On-site

$52K - $89K/yr

... Planning & Analysis Knowledge, Skills & Abilities Required: * Bachelor's degree required - preferably in Business, Finance, Economics, Accounting or a related field. * Entry level to 2 years of ...

Sralab

Financial Analyst

Chicago, IL · Hybrid

$52K - $89K/yr

... Planning & Analysis Knowledge, Skills & Abilities Required: * Bachelor's degree required - preferably in Business, Finance, Economics, Accounting or a related field. * Entry level to 2 years of ...

The LaSalle Group

Demand Planner

South Holland, IL · On-site

$80K - $90K/yr

This Demand Planner role offers strong exposure to statistical forecasting, S&OP processes and ... entry-level positions to the C-suite. With units specializing in Accounting and Finance ...

Wacker Neuson

Entry Level Assembly

Mount Carroll, IL · On-site

$16.75 - $21/hr

Entry Level Assembly The 1st shift (4:50am - 2:50pm Monday - Thursday) Assembly C position performs ... like pet insurance, financial planning assistance, child care discounts, gym membership ...

Wacker Neuson

Entry Level Assembly

Mount Carroll, IL · On-site

$16.75 - $21/hr

Entry Level Assembly The 1st shift (4:50am - 2:50pm Monday - Thursday) Assembly C position performs ... like pet insurance, financial planning assistance, child care discounts, gym membership ...

University of Utah

Financial Reporting Analysts

Campus, IL · Hybrid

$32K - $63K/yr

... P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per ... Preferences Strong proficiency in Excel, ERP systems (e.g., PeopleSoft, SAP, Oracle), and financial ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Illinois

Entry Level Financial Planner information

See Illinois salary details

$48.9K

$93.7K

$135.2K

How much do entry level financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for entry level financial planner in Illinois is $93,686.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $98,800.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Illinois?

The most popular types of Financial Planner jobs in Illinois are:

What are popular job titles related to Entry Level Financial Planner jobs in Illinois?

For Entry Level Financial Planner jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Illinois look for?

The top searched job categories for Entry Level Financial Planner jobs in Illinois are:

What cities in Illinois are hiring for Entry Level Financial Planner jobs?

Cities in Illinois with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Illinois as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $93,686 per year, or $45 per hour.

Entry-Level Financial Advisor & Tax Preparation

DTS FINANCIAL ADVISORS, LLC

Schaumburg, IL • On-site

$55K - $65K/yr

Full-time

Retirement, PTO

Posted yesterday

New

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Job description

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part of the role.

This is an excellent opportunity for someone who enjoys working with people, has an interest in personal finance, and wants to develop a broad understanding of financial planning, investments, retirement strategies, and tax preparation. Prior financial advising or tax experience is not required—we are willing to train the right candidate.


Key Responsibilities

  • Meet with clients to understand their financial goals, needs, and priorities.
  • Assist with developing financial plans and recommendations under appropriate supervision.
  • Learn and explain basic financial products, retirement strategies, investments, insurance, and other planning concepts.
  • Assist with client onboarding, account paperwork, documentation, and follow-up.
  • Learn the fundamentals of individual income tax preparation.
  • Communicate with clients to gather necessary financial and tax information.
  • Stay current with relevant financial and tax rules, regulations, and industry developments.
  • Maintain accurate and confidential client records.
  • Participate in ongoing training and professional development.
  • Follow all applicable compliance, privacy, and regulatory requirements.


Qualifications


Required:

  • Bachelor's degree in finance, accounting, business, or a related field preferred.
  • Strong interest in financial planning and tax preparation.
  • Excellent communication and interpersonal skills.
  • Professional demeanor and commitment to providing excellent client service.
  • Ability to handle confidential financial information responsibly.


Preferred, but not required:

  • Internship or coursework in finance, accounting, or business.
  • Customer service, sales, banking, accounting, or financial services experience.
  • Experience with tax preparation software.
  • Progress toward industry licenses or professional credentials.
  • Basic knowledge of individual income taxes and personal financial planning.


What We Offer

  • Comprehensive training in financial advising and tax preparation.
  • Exposure to both financial planning and tax services.
  • Support for obtaining applicable industry licenses and credentials.
  • A collaborative and client-focused work environment.
  • Opportunities to develop a long-term career in financial services.


Ideal Candidate

The ideal candidate is someone who is curious, coachable, trustworthy, and motivated to grow. You do not need to know everything on day one. We are looking for someone who is willing to learn, enjoys helping people, pays attention to details, and wants to develop expertise in both financial advising and tax preparation.


If you're looking for an opportunity to start a career in financial services while developing valuable tax preparation skills, we'd love to hear from you.


Equal Opportunity

We are an equal opportunity employer and consider qualified applicants without regard to legally protected characteristics under applicable federal, state, or local law.