Personal Financial Advisor Remote & Hybrid Only Jobs in Illinois
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.
Divisional Wealth Management Consultant - Madison & NW Illinois
- Capital Group
- Madison, IL
- 1 day ago
- Madison, IL
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonA well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team....
In PersonJob Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonSenior Manager, Wealth Advisor - Schwab Wealth Advisory Chicago, IL, USA
- Charles Schwab
- Chicago, IL
- 7 days ago
- Chicago, IL
- 7 days ago
plans and portfolios for clients....
In PersonThe Marmon Group LLC As a part of the global industrial organization Marmon Holdingswhich is backed by Berkshire Hathaway youll be doing things that matter, leading at every level, and winning a...
RemoteCertified Financial Planner is preferred. Experience dealing with HNW clients and equivalent knowledge base. Broad knowledge of all facets of wealth management....
In PersonRecommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations....
In Person- First Midwest Bank
- Hickory Hills, IL
- 14 days ago
- Hickory Hills, IL
- 14 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...
In PersonCertified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
In PersonPortfolio Advisor, Wealth Management Chicago, IL, USA
- Northern Trust
- Chicago, IL
- 20 days ago
- Chicago, IL
- 20 days ago
PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R154923 1....
In PersonPORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R154923 1....
In PersonMinimum of ten years of client-facing tax, wealth management or financial planning experience....
In PersonCertified Financial Planner is preferred. Experience dealing with HNW and UHNW clients. Broad knowledge of all facets of wealth management....
In PersonCFP (Certified Financial Planner) designation preferred. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues....
In PersonProvide 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...
In PersonDemographic Data for Illinois
Moving to Illinois? Find some basic demographic data about Illinois below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Illinois
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Illinois offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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