Personal Financial Advisor Jobs in Itasca, 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.
- Chicago, IL (18 miles from Itasca, IL)
- 2 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 2 days ago
Offer strategic consulting advice, set goals, and provideprehensive financial planning support....
Associate Wealth Advisor - R142068
- Chicago, IL (18 miles from Itasca, IL)
- 3 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 3 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 (5 miles from Itasca, IL)
- 4 days ago
- Schaumburg, IL (5 miles from Itasca, IL)
- 4 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 Itasca, IL)
- 5 days ago
- Barrington, IL (14 miles from Itasca, IL)
- 5 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....
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- Chicago, IL (18 miles from Itasca, IL)
- 8 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 8 days ago
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Oakbrook Terrace, IL (6 miles from Itasca, IL)
- 10 days ago
- Oakbrook Terrace, IL (6 miles from Itasca, IL)
- 10 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 (18 miles from Itasca, IL)
- 10 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 10 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor, Schwab Wealth Advisory
- Chicago, IL (18 miles from Itasca, IL)
- 12 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 12 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
Morgan Wealth Management - Private Wealth Advisor - Glenview, IL
- Glenview, IL (12 miles from Itasca, IL)
- 12 days ago
- Glenview, IL (12 miles from Itasca, IL)
- 12 days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Senior Wealth Advisor SAFE Act CHICAGO
- Skokie, IL (15 miles from Itasca, IL)
- 17 days ago
- Skokie, IL (15 miles from Itasca, IL)
- 17 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
- Barrington, IL (14 miles from Itasca, IL)
- 22 days ago
- Barrington, IL (14 miles from Itasca, IL)
- 22 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 (18 miles from Itasca, IL)
- 28 days ago
- Chicago, IL (18 miles from Itasca, IL)
- 28 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 (5 miles from Itasca, IL)
- 28 days ago
- Schaumburg, IL (5 miles from Itasca, IL)
- 28 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 (18 miles from Itasca, IL)
- 30+ days ago
- Chicago, IL (18 miles from Itasca, IL)
- 30+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- Chicago, IL (18 miles from Itasca, IL)
- 45+ days ago
- Chicago, IL (18 miles from Itasca, IL)
- 45+ 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 Itasca, IL
Moving to Itasca, IL? Find some basic demographic data about Itasca, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Itasca, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Itasca, 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
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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