Personal Financial Advisor Jobs in Illinois

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1-15 of 31 Jobs
Citigroup - Evanston, 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...
2 days ago
Busey - Urbana, IL
What You'll Do The Wealth Advisor will work with and coordinate the efforts of our experience Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Client...
1 day ago
UBS - Chicago, IL
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
5 days ago
CliftonLarsonAllen - Bloomington, IL
The Associate Wealth Advisor should have basic knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques....
7 days ago
U.S. Bancorp - Frankfort, IL
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
15 days ago
U.S. Bancorp - Algonquin, IL
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
15 days ago
U.S. Bank - Chicago, IL
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
15 days ago
BMO - Hinsdale, IL
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
17 days ago
BMO - Chicago, IL
General knowledge of financial planning and wealth management. Working towards a CFP designation preferred. Proficiency in office software and sales management software....
17 days ago
BMO - Naperville, IL
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
17 days ago
Busey - Champaign, IL
Knowledge of: Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, financial planning, banking and trust concepts including...
19 days ago
Desjardins Group - Sainte Marie, IL
It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses...
20 days ago
BMO - Winnetka, IL
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
20 days ago
US Bank - Chicago, IL
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
22 days ago
US Bank - Chicago, IL
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
22 days ago

Demographic Data for Illinois

Moving to Illinois? Find some basic demographic data about Illinois below.


12,830,581
318,719

Personal Financial Advisor Online Courses and Training Opportunities

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...

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.

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 Illinois

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

$84,849

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Illinois offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • 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 Illinois
  • 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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