Personal Financial Advisor Jobs in Niles, IL

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1-15 of 16 Jobs
Wells Fargo - Chicago, IL (11 miles from Niles, IL)
WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals....
4 days ago
BMO Harris - Hinsdale, IL (16 miles from Niles, IL)
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
6 days ago
The Private Bank - Chicago, IL (11 miles from Niles, IL)
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
7 days ago
TIAA - Evanston, IL (5 miles from Niles, IL)
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....
10 days ago
Citigroup - Downers Grove, IL (18 miles from Niles, IL)
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
11 days ago
Citigroup - Naperville, IL (24 miles from Niles, IL)
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
20 days ago
BMO Harris - Chicago, IL (11 miles from Niles, IL)
In-depth knowledge of financial planning and wealth management. Proficiency in office software and sales management software. In-depth knowledge of Bank products, services and capabilities....
20 days ago
PwC - Chicago, IL (11 miles from Niles, IL)
management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account); Having knowledge in order management, order management systems; Having knowledge in Portfolio Accounting...
25 days ago
UBS - Chicago, IL (11 miles from Niles, IL)
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
25 days ago
US Bank - Hinsdale, IL (16 miles from Niles, IL)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
26 days ago
Northern Trust - Chicago, IL (11 miles from Niles, IL)
Qualifications College or university degree 1-2 years of work experience in a similar role Financial planning/wealth planning experience preferred Excellent verbal and written communication skills Strong...
45+ days ago
The Cambridge Strategy (Asset Management), LTD - Highland Park, IL (11 miles from Niles, IL)
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions....
60+ days ago
The Cambridge Strategy (Asset Management), LTD - Chicago, IL (11 miles from Niles, IL)
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions....
90+ days ago
Hightower Advisors - Chicago, IL (11 miles from Niles, IL)
Areas of emphasis to include retirement planning with financial goals analysis, social security, executive equity compensation, estate planning, education planning, tax issues, and insurance planning...
90+ days ago
BMO Harris - Chicago, IL (11 miles from Niles, IL)
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
90+ days ago

Demographic Data for Niles, IL

Moving to Niles, IL? Find some basic demographic data about Niles, IL below.


29,931
1,282
Medium

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Niles, IL

This is the average annual salary for Personal Financial Advisor jobs in Niles, IL as reported by the BLS.

$87,469

Top Hiring Companies

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Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Niles, IL offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Niles, IL
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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