Personal Financial Advisor Jobs in Carpentersville, IL
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Private Wealth Advisor / Director
- Schaumburg, IL (12 miles from Carpentersville, IL)
- 11 days ago
- Schaumburg, IL (12 miles from Carpentersville, IL)
- 11 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Private Wealth Advisor / Director
- Barrington, IL (7 miles from Carpentersville, IL)
- 12 days ago
- Barrington, IL (7 miles from Carpentersville, IL)
- 12 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
- Oakbrook Terrace, IL (23 miles from Carpentersville, IL)
- 17 days ago
- Oakbrook Terrace, IL (23 miles from Carpentersville, IL)
- 17 days ago
planning degree preferred 9 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families One of the following designations is required: Certified...
Morgan Wealth Management - Private Wealth Advisor - Glenview, IL
- Glenview, IL (24 miles from Carpentersville, IL)
- 19 days ago
- Glenview, IL (24 miles from Carpentersville, IL)
- 19 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
- Barrington, IL (7 miles from Carpentersville, IL)
- 29 days ago
- Barrington, IL (7 miles from Carpentersville, IL)
- 29 days ago
planning and wealth management. + Working towards a financial planning designation preferred. + Proficiency in office software and sales management software. + Comfortable exploring beyond one's area...
- Schaumburg, IL (12 miles from Carpentersville, IL)
- 30+ days ago
- Schaumburg, IL (12 miles from Carpentersville, IL)
- 30+ days ago
management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...
Demographic Data for Carpentersville, IL
Moving to Carpentersville, IL? Find some basic demographic data about Carpentersville, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Carpentersville, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Carpentersville, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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