Personal Financial Advisor Jobs in Chicago, 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.
Wealth Management Advisor - Glen Ellyn, IL
- Glen Ellyn, IL (20 miles from Chicago, IL)
- 1 day ago
- Glen Ellyn, IL (20 miles from Chicago, IL)
- 1 day ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding + Extensive knowledge of the securities industry, including investment and...
- Wheaton, IL (24 miles from Chicago, IL)
- 2 days ago
- Wheaton, IL (24 miles from Chicago, IL)
- 2 days ago
A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team....
- Lombard, IL (18 miles from Chicago, IL)
- 2 days ago
- Lombard, IL (18 miles from Chicago, IL)
- 2 days ago
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
- Elmhurst, IL (14 miles from Chicago, IL)
- 2 days ago
- Elmhurst, IL (14 miles from Chicago, IL)
- 2 days ago
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...
- Skokie, IL (9 miles from Chicago, IL)
- 22 days ago
- Skokie, IL (9 miles from Chicago, IL)
- 22 days ago
financial planning software, CRM and portfolio management systems....
Private Wealth Advisor / Director
- Schaumburg, IL (23 miles from Chicago, IL)
- 30+ days ago
- Schaumburg, IL (23 miles from Chicago, IL)
- 30+ 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....
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Oakbrook Terrace, IL (16 miles from Chicago, IL)
- 30+ days ago
- Oakbrook Terrace, IL (16 miles from Chicago, IL)
- 30+ 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...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Schaumburg, IL (23 miles from Chicago, IL)
- 45+ days ago
- Schaumburg, IL (23 miles from Chicago, IL)
- 45+ 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...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Ideally has knowledge of wealth management services, products and solutions....
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Demographic Data for Chicago, IL
Moving to Chicago, IL? Find some basic demographic data about Chicago, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Chicago, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Chicago, 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
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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