Personal Financial Advisor Jobs in Deerfield, 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.
- Oakbrook Terrace, IL (21 miles from Deerfield, IL)
- 3 days ago
- Oakbrook Terrace, IL (21 miles from Deerfield, IL)
- 3 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
- Chicago, IL (21 miles from Deerfield, IL)
- 8 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 8 days ago
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....
- Chicago, IL (21 miles from Deerfield, IL)
- 14 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 14 days ago
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 (12 miles from Deerfield, IL)
- 15 days ago
- Skokie, IL (12 miles from Deerfield, IL)
- 15 days ago
financial planning software, CRM and portfolio management systems....
Associate Wealth Advisor - R142068
- Chicago, IL (21 miles from Deerfield, IL)
- 26 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 26 days ago
The successful candidate will benefit from having: 2-4 years estate and financial planning and analysis experience with high-income/net......
Private Wealth Advisor / Director
- Schaumburg, IL (14 miles from Deerfield, IL)
- 27 days ago
- Schaumburg, IL (14 miles from Deerfield, IL)
- 27 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 (14 miles from Deerfield, IL)
- 29 days ago
- Barrington, IL (14 miles from Deerfield, IL)
- 29 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....
- Chicago, IL (21 miles from Deerfield, IL)
- 30+ days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 30+ days ago
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Oakbrook Terrace, IL (21 miles from Deerfield, IL)
- 30+ days ago
- Oakbrook Terrace, IL (21 miles from Deerfield, 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...
Wealth Advisor - PNC Investments
- Chicago, IL (21 miles from Deerfield, IL)
- 30+ days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Barrington, IL (14 miles from Deerfield, IL)
- 45+ days ago
- Barrington, IL (14 miles from Deerfield, IL)
- 45+ 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...
- Chicago, IL (21 miles from Deerfield, IL)
- 45+ days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 45+ days ago
experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning + Depth of experience working with high net worth or ultra-high net worth clients +...
- Schaumburg, IL (14 miles from Deerfield, IL)
- 45+ days ago
- Schaumburg, IL (14 miles from Deerfield, 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...
Wealth Advisor - Polish & Slavic FCU
- Chicago, IL (21 miles from Deerfield, IL)
- 45+ days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 45+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- Chicago, IL (21 miles from Deerfield, IL)
- 90+ days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 90+ days ago
Ideally has knowledge of wealth management services, products and solutions....
Demographic Data for Deerfield, IL
Moving to Deerfield, IL? Find some basic demographic data about Deerfield, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Deerfield, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Deerfield, 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
- BSA
- Retirement Planning
- Financial Modeling
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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