Personal Financial Advisor Jobs in Oak Lawn, 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.
- Oak Brook, IL (10 miles from Oak Lawn, IL)
- 1 day ago
- Oak Brook, IL (10 miles from Oak Lawn, IL)
- 1 day ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
- Chicago, IL (14 miles from Oak Lawn, IL)
- 3 days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 3 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 (14 miles from Oak Lawn, IL)
- 9 days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 9 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 (22 miles from Oak Lawn, IL)
- 10 days ago
- Skokie, IL (22 miles from Oak Lawn, IL)
- 10 days ago
financial planning software, CRM and portfolio management systems....
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Associate Wealth Advisor - R142068
- Chicago, IL (14 miles from Oak Lawn, IL)
- 21 days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 21 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
- Des Plaines, IL (24 miles from Oak Lawn, IL)
- 22 days ago
- Des Plaines, IL (24 miles from Oak Lawn, IL)
- 22 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 (14 miles from Oak Lawn, IL)
- 26 days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 26 days ago
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Oakbrook Terrace, IL (16 miles from Oak Lawn, IL)
- 28 days ago
- Oakbrook Terrace, IL (16 miles from Oak Lawn, IL)
- 28 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 (14 miles from Oak Lawn, IL)
- 28 days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 28 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Chicago, IL (14 miles from Oak Lawn, IL)
- 45+ days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 45+ 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 +...
Wealth Advisor - Polish & Slavic FCU
- Chicago, IL (14 miles from Oak Lawn, IL)
- 45+ days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 45+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Private Wealth Advisor / Director
- Naperville, IL (19 miles from Oak Lawn, IL)
- 60+ days ago
- Naperville, IL (19 miles from Oak Lawn, IL)
- 60+ 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....
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding Considerable knowledge of the securities industry, including U.S....
- Chicago, IL (14 miles from Oak Lawn, IL)
- 90+ days ago
- Chicago, IL (14 miles from Oak Lawn, IL)
- 90+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (14 miles from Oak Lawn, IL)
- 90+ days ago
- Chicago, IL (14 miles from Oak Lawn, 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 Oak Lawn, IL
Moving to Oak Lawn, IL? Find some basic demographic data about Oak Lawn, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oak Lawn, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oak Lawn, 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
- 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
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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