ZipRecruiter

Log In

1

Weekend Financial Planner Jobs in Naperville, IL

Staffingine LLC

Financial Planner- Lead

Buffalo Grove, IL · On-site

$77K - $104K/yr

Financial Planner - Lead Job Location: Buffalo Grove, IL Job Type: Full Time * Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. * Service all ...

DataAnnotation

Financial Planner - AI Trainer

Chicago, IL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Joliet, IL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Elgin, IL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Aurora, IL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Osaic

Sr. Financial Planning Strategist

Chicago, IL · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Berwyn, IL · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Chicago, IL · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Lead Advisor

Be Seen First

Financial Advisor

Chicago, IL · On-site

$82K - $120K/yr

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT ...

CareAllies

Mgr Financial Planning & Analysis

Oak Brook, IL · On-site +1

$102K - $184K/yr

Job Summary The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives ...

Hcsc

Mgr Financial Planning & Analysis

Oak Brook, IL

$102K - $184K/yr

Job Summary The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives ...

Ameriprise Financial

Financial Advisor

Chicago, IL

$45K - $60K/yr

Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...

next page

Showing results 1-20

All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in Naperville, IL

Weekend Financial Planner information

See Naperville, IL salary details

$50.4K

$96.5K

$139.3K

How much do weekend financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for weekend financial planner in Naperville, IL is $96,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,900.00 and $101,800.00 per year, depending on experience, location, and employer.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' needs. These roles typically involve advising clients on investments, retirement planning, and budgeting during weekends or after standard business hours.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can vary based on client needs and firm policies, but flexibility is common in this role.

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

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

What are popular job titles related to Weekend Financial Planner jobs in Naperville, IL?

For Weekend Financial Planner jobs in Naperville, IL, the most frequently searched job titles are:

What job categories do people searching Weekend Financial Planner jobs in Naperville, IL look for?

The top searched job categories for Weekend Financial Planner jobs in Naperville, IL are:

What cities near Naperville, IL are hiring for Weekend Financial Planner jobs?

Cities near Naperville, IL with the most Weekend Financial Planner job openings:

Weekend Financial Planner jobs near you

Financial Planner- Lead

Staffingine LLC

Buffalo Grove, IL • On-site

$77K - $104K/yr

Full-time

Re-posted 14 days ago

Job description

Job Title: Financial Planner - Lead 
Job Location: Buffalo Grove, IL 
Job Type:  Full Time 

Job Description:  

  • Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. 

  • Service all client needs, requests, questions, and updates 

  • Prepare comprehensive financial plan recommendations 

  • Prepare and develop robust retirement income plans and retirement plan tracking 

  • Prepare investment portfolio summaries and asset allocation analyses 

  • Meet regularly with clients to establish trusting, supportive relationships 

  • Prepare and analyze various financial planning reports 

  • Utilize tax planning software to assess client tax situations and tax strategies 

  • Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients 

  • Oversee preparation of various one-off analysis requests 

  • Handle a variety of other financial planning related analyses and services as needed 

  • Collaborate with team members and advisors on client cases 

  • Conduct regular client reviews according to their assigned Service Model 

  • Proactively check-in with clients throughout the year to ensure all client needs are met 

What we seek in a candidate: 

  • 3+ years of experience working with clients as a Financial Planner required 

  • Series 65 or Series 66 license required 

  • CERTIFIED FINANCIAL PLANNER™ preferred 

  • CFP is a designation requirement to be obtained within 2 years from hire date 

  • Life Insurance license preferred 

  • Life insurance license must be obtained within 6 months from hire date 

  • Bachelor's Degree from an accredited college or university 

  • Strong passion for financial and retirement planning 

  • Enjoys working with numbers, spreadsheets and planning analysis 

  • Very strong Microsoft Excel experience and familiarity 

  • Highly detail-oriented and accurate 

  • Must be capable of multi-tasking and tracking multiple items/projects at the same time 

  • Friendly, outgoing, and able to build and maintain strong relationships