ZipRecruiter

Log In

1

Financial Planner Trainee Jobs in Chicago, IL (NOW HIRING)

The Buckle

Management Trainee Program

Schaumburg, IL

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Aurora, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

The Buckle

Management Trainee Program

Aurora, IL

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

The Buckle

Management Trainee Program

Orland Park, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Schaumburg, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Schaumburg, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Orland Park, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Orland Park, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

Buckle

Management Trainee Program

Aurora, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Support Store Manager by planning and leading the Team, daily reviewing with Teammates and ...

The Buckle, Inc.

Management Trainee Program

Aurora, IL · On-site

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

JC LICHT

Management Trainee - Geneva

Geneva, IL · On-site

$20 - $22/hr

We are currently hiring Management Trainees throughout our Geneva location! JC Licht founded in ... Effective financial planning and management skills. * Strong interpersonal communication skills.

next page

Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Trainee JobsFinancial Planner Trainee Jobs in Chicago, IL

Financial Planner Trainee information

See Chicago, IL salary details

$52K

$99.6K

$143.7K

How much do financial planner trainee jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planner trainee in Chicago, IL is $99,595.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $105,100.00 per year, depending on experience, location, and employer.

What is a financial planner trainee?

Financial Planner Trainees are entry-level professionals who assist experienced financial planners and advisors in helping clients manage their finances, investments, and long-term financial goals. They typically undergo training programs to learn about financial products, client relationship management, and regulatory requirements. Their responsibilities may include conducting research, preparing financial plans, and supporting client meetings. Over time, trainees gain the experience and certifications needed to become licensed financial planners or advisors themselves.

What are the key skills and qualifications needed to thrive as a financial planner trainee?

To thrive as a Financial Planner Trainee, you need a solid grasp of financial principles, analytical skills, and a relevant degree in finance, accounting, or a related field. Familiarity with financial planning software (like eMoney Advisor or MoneyGuidePro), CRM systems, and pursuing certifications such as CFP® are highly valued. Outstanding interpersonal, communication, and active listening skills help build trust and understand clients’ needs. These skills and qualities are crucial for delivering tailored financial advice, fostering client relationships, and building a successful planning practice.

What are some common challenges financial planner trainees face during their first year, and how can they overcome them?

Financial Planner Trainees often encounter challenges such as building a client base from scratch, mastering a wide range of financial products, and staying current with regulatory requirements. To overcome these obstacles, successful trainees frequently leverage mentorship programs, participate in ongoing training, and actively seek networking opportunities within and outside their organization. Open communication with experienced team members and a proactive approach to professional development can significantly ease the transition and set the foundation for long-term growth in the field.

What is the difference between Financial Planner Trainee vs Financial Advisor?

AspectFinancial Planner TraineeFinancial Advisor
CertificationsOften pursuing certifications like CFP or similarTypically holds CFP, Series 7, or other licenses
Work EnvironmentEntry-level, training-focused roles in financial firmsClient-facing, providing financial advice and planning
Employer & Industry UsageUsed in firms training future plannersUsed across banks, independent firms, and financial institutions

The main difference is that a Financial Planner Trainee is an entry-level role focused on training and gaining experience, often working towards certifications like CFP. A Financial Advisor is a more experienced professional who provides direct financial advice to clients, often holding relevant licenses and certifications. The trainee role is a stepping stone toward becoming a fully licensed Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Chicago, IL?

The most popular types of Financial Planner jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Financial Planner Trainee jobs?

Cities near Chicago, IL with the most Financial Planner Trainee job openings:

Financial Planner Trainee jobs near you
Infographic showing various Financial Planner Trainee job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $99,595 per year, or $47.9 per hour.

CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE

AMERICAN SENIOR BENEFITS LLC

Woodridge, IL • On-site

$101K/yr

Full-time

Life, Retirement

Re-posted 27 days ago

Job description

Competitive Compensation • Leadership Development • Financial Services Career Path

Are you a competitor at heart?

Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.

American Senior Benefits is expanding throughout the Chicagoland market and seeking ambitious professionals interested in building a long-term career in insurance, retirement planning, wealth strategies, and leadership.

TWO CAREER PATHS AVAILABLE

Insurance Sales & Financial Advisor Track

Build a book of business helping clients with:

• Medicare Planning
• Retirement Income Strategies
• Annuities
• Life Insurance
• Long-Term Care Solutions
• Wealth Preservation
• Financial Planning


• Recruit and develop agents
• Lead and coach high-performance teams
• Conduct training and mentorship programs
• Build and scale a market
• Develop leadership and management skills
• Create long-term passive and renewal income


  • WHO THRIVES HERE?

    Former athletes 

    Former coaches 

    Sales professionals

    Business development professionals 

    Financial professionals 

    Military veterans 

    Recruiters

    Entrepreneurs

    Competitive individuals who enjoy setting goals, tracking performance, and winning

Hear from our happy successful team - click the link below

Hear From Our Agents -

Our compensation packages are fully customizable to fit your goals and needs.

Insurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional



USD $41,500.00 - USD $101,000.00 /Yr.

Apply