Personal Financial Advisor Jobs in Chicago, IL

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1-15 of 17 Jobs
Wells Fargo - Chicago, IL
WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals....
2 days ago
BMO Harris - Hinsdale, IL (15 miles from Chicago, IL)
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
4 days ago
The Private Bank - Chicago, IL
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
5 days ago
TIAA - Evanston, IL (10 miles from Chicago, IL)
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....
8 days ago
Citigroup - Orland Park, IL (21 miles from Chicago, IL)
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
8 days ago
Citigroup - Downers Grove, IL (20 miles from Chicago, IL)
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
9 days ago
The Dan Miller Agency - Chicago, IL (6 miles from Chicago, IL)
SYMMETRY FINANCIAL GROUP (on INC 5000's Fastest Growing Company List 2016-2020) specializes in selling mortgage protection (life insurance to homeowners), final expense and retirement planning....
Remote Work
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11 days ago The Dan Miller Agency
BMO Harris - Chicago, IL
In-depth knowledge of financial planning and wealth management. Proficiency in office software and sales management software. In-depth knowledge of Bank products, services and capabilities....
18 days ago
PwC - Chicago, IL
management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account); Having knowledge in order management, order management systems; Having knowledge in Portfolio Accounting...
23 days ago
UBS - Chicago, IL
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
23 days ago
US Bank - Hinsdale, IL (15 miles from Chicago, IL)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
Northern Trust - Chicago, IL
Qualifications College or university degree 1-2 years of work experience in a similar role Financial planning/wealth planning experience preferred Excellent verbal and written communication skills Strong...
45+ days ago
The Cambridge Strategy (Asset Management), LTD - Highland Park, IL (21 miles from Chicago, IL)
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions....
60+ days ago
The Cambridge Strategy (Asset Management), LTD - Chicago, IL
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions....
90+ days ago
Hightower Advisors - Chicago, IL
Areas of emphasis to include retirement planning with financial goals analysis, social security, executive equity compensation, estate planning, education planning, tax issues, and insurance planning...
90+ days ago

Demographic Data for Chicago, IL

Moving to Chicago, IL? Find some basic demographic data about Chicago, IL below.


2,680,484
62,636
Large

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Chicago, IL

This is the average annual salary for Personal Financial Advisor jobs in Chicago, IL as reported by the BLS.

$87,469

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Chicago, IL offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Chicago, IL
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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