Personal Financial Advisor Jobs in Des Plaines, 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.
Vice President - Wealth Advisor
- Focus Financial Partners
- Lake Forest, IL (12 miles from Des Plaines, IL)
- 1 hour ago
- Lake Forest, IL (12 miles from Des Plaines, IL)
- 1 hour ago
Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in quality....
In Person- GPAC
- Lisle, IL (20 miles from Des Plaines, IL)
- 6 days ago
- Lisle, IL (20 miles from Des Plaines, IL)
- 6 days ago
A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team....
In Person- Accenture
- Chicago, IL (15 miles from Des Plaines, IL)
- 7 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonSenior Manager, Wealth Advisor - Schwab Wealth Advisory Chicago, IL, USA
- Charles Schwab
- Chicago, IL (15 miles from Des Plaines, IL)
- 7 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 7 days ago
plans and portfolios for clients....
In PersonRetirement Specialist - Canada
- Cerro Wire
- Chicago, IL (15 miles from Des Plaines, IL)
- 8 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 8 days ago
The Marmon Group LLC As a part of the global industrial organization Marmon Holdingswhich is backed by Berkshire Hathaway youll be doing things that matter, leading at every level, and winning a...
Remote- Bank of Montreal
- Barrington, IL (15 miles from Des Plaines, IL)
- 8 days ago
- Barrington, IL (15 miles from Des Plaines, IL)
- 8 days ago
Certified Financial Planner is preferred. Experience dealing with HNW clients and equivalent knowledge base. Broad knowledge of all facets of wealth management....
In Person- First Midwest Bank
- Hickory Hills, IL (22 miles from Des Plaines, IL)
- 14 days ago
- Hickory Hills, IL (22 miles from Des Plaines, 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...
In PersonPrivate Wealth Advisor - Director
- BMO Financial
- Chicago, IL (15 miles from Des Plaines, IL)
- 19 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 19 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....
In PersonPortfolio Advisor, Wealth Management Chicago, IL, USA
- Northern Trust
- Chicago, IL (15 miles from Des Plaines, IL)
- 20 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 20 days ago
PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R154923 1....
In PersonPortfolio Advisor, Wealth Management
- Northern Trust
- Chicago, IL (15 miles from Des Plaines, IL)
- 23 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 23 days ago
PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R154923 1....
In Person- Adviser Investments, LLC.
- Chicago, IL (15 miles from Des Plaines, IL)
- 27 days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 27 days ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
In Person- Bank of Montreal
- Winnetka, IL (7 miles from Des Plaines, IL)
- 30+ days ago
- Winnetka, IL (7 miles from Des Plaines, IL)
- 30+ days ago
Certified Financial Planner is preferred. Experience dealing with HNW and UHNW clients. Broad knowledge of all facets of wealth management....
In Person- Old National Bank
- Chicago, IL (15 miles from Des Plaines, IL)
- 30+ days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 30+ 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...
In PersonCollege Work Study Financial Coach - (00012339)
- City Colleges of Chicago
- Chicago, IL (15 miles from Des Plaines, IL)
- 45+ days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 45+ days ago
College Work Study Financial Coach - (00012339) Chicago, Illinois Financial Aid - College Work Study Student TRU0001445 Requisition # Sep 18, 2023 Post Date Apply for Job Share this Job Sign Up...
In Person- Goldman Sachs
- Chicago, IL (15 miles from Des Plaines, IL)
- 45+ days ago
- Chicago, IL (15 miles from Des Plaines, IL)
- 45+ days ago
Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high...
In Person Part TimeDemographic Data for Des Plaines, IL
Moving to Des Plaines, IL? Find some basic demographic data about Des Plaines, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Des Plaines, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Des Plaines, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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