Personal Financial Advisor Jobs in Elsah, 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.
- Saint Louis, MO (23 miles from Elsah, IL)
- 9 days ago
- Saint Louis, MO (23 miles from Elsah, IL)
- 9 days ago
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Wealth Advisor I analyzes and interprets...
Senior Wealth Advisor - Hightower St. Louis
- Brentwood, MO (23 miles from Elsah, IL)
- 30+ days ago
- Brentwood, MO (23 miles from Elsah, IL)
- 30+ days ago
Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...
- O Fallon, MO (21 miles from Elsah, IL)
- 60+ days ago
- O Fallon, MO (21 miles from Elsah, IL)
- 60+ days ago
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations....
Wealth Advisor - PNC Investments
- Saint Louis, MO (23 miles from Elsah, IL)
- 60+ days ago
- Saint Louis, MO (23 miles from Elsah, IL)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management Advisor - St. Louis, MO
- Creve Coeur, MO (22 miles from Elsah, IL)
- 90+ days ago
- Creve Coeur, MO (22 miles from Elsah, IL)
- 90+ days 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 insurance...
Wealth Management Advisor - St. Louis, MO
- Saint Louis, MO (23 miles from Elsah, IL)
- 90+ days ago
- Saint Louis, MO (23 miles from Elsah, IL)
- 90+ days 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 insurance...
Financial Coach -United for Families Program
- Saint Louis, MO (23 miles from Elsah, IL)
- 90+ days ago
- Saint Louis, MO (23 miles from Elsah, IL)
- 90+ days ago
At United Way of Greater St. Louis, we unite people and organizations to tackle the most critical challenges facing our community. Through collaborative efforts, we're transforming our region into...
Demographic Data for Elsah, IL
Moving to Elsah, IL? Find some basic demographic data about Elsah, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Elsah, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Elsah, 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
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- 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
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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