Personal Financial Advisor Jobs in Evanston, 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 (22 miles from Evanston, IL)
- 6 days ago
- Glen Ellyn, IL (22 miles from Evanston, IL)
- 6 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...
- Lombard, IL (20 miles from Evanston, IL)
- 7 days ago
- Lombard, IL (20 miles from Evanston, IL)
- 7 days ago
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
- Elmhurst, IL (16 miles from Evanston, IL)
- 7 days ago
- Elmhurst, IL (16 miles from Evanston, IL)
- 7 days ago
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
- Chicago, IL (10 miles from Evanston, IL)
- 20 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 20 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 (10 miles from Evanston, IL)
- 26 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 26 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 (1 mile from Evanston, IL)
- 27 days ago
- Skokie, IL (1 mile from Evanston, IL)
- 27 days ago
financial planning software, CRM and portfolio management systems....
Private Wealth Advisor / Director
- Schaumburg, IL (19 miles from Evanston, IL)
- 30+ days ago
- Schaumburg, IL (19 miles from Evanston, 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....
Private Wealth Advisor / Director
- Barrington, IL (24 miles from Evanston, IL)
- 30+ days ago
- Barrington, IL (24 miles from Evanston, 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....
- Chicago, IL (10 miles from Evanston, IL)
- 30+ days ago
- Chicago, IL (10 miles from Evanston, 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 (18 miles from Evanston, IL)
- 45+ days ago
- Oakbrook Terrace, IL (18 miles from Evanston, IL)
- 45+ 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 (10 miles from Evanston, IL)
- 45+ days ago
- Chicago, IL (10 miles from Evanston, IL)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Schaumburg, IL (19 miles from Evanston, IL)
- 60+ days ago
- Schaumburg, IL (19 miles from Evanston, IL)
- 60+ 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 (10 miles from Evanston, IL)
- 60+ days ago
- Chicago, IL (10 miles from Evanston, IL)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- Chicago, IL (10 miles from Evanston, IL)
- 90+ days ago
- Chicago, IL (10 miles from Evanston, IL)
- 90+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (10 miles from Evanston, IL)
- 90+ days ago
- Chicago, IL (10 miles from Evanston, IL)
- 90+ 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....
Demographic Data for Evanston, IL
Moving to Evanston, IL? Find some basic demographic data about Evanston, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Evanston, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Evanston, 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
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- 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
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »