Personal Financial Advisor Jobs in East Chicago, IN
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 (20 miles from East Chicago, IN)
- 8 days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 8 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 (20 miles from East Chicago, IN)
- 13 days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 13 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...
Associate Wealth Advisor - R142068
- Chicago, IL (20 miles from East Chicago, IN)
- 25 days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 25 days ago
The successful candidate will benefit from having: 2-4 years estate and financial planning and analysis experience with high-income/net......
- Chicago, IL (20 miles from East Chicago, IN)
- 30+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 30+ days ago
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Chicago, IL (20 miles from East Chicago, IN)
- 30+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 30+ 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 (20 miles from East Chicago, IN)
- 30+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Chicago, IL (20 miles from East Chicago, IN)
- 45+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 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 (20 miles from East Chicago, IN)
- 45+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 45+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Wealth Management Advisor-Oak Lawn, IL
- Oak Lawn, IL (16 miles from East Chicago, IN)
- 90+ days ago
- Oak Lawn, IL (16 miles from East Chicago, IN)
- 90+ days ago
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 (20 miles from East Chicago, IN)
- 90+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 90+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (20 miles from East Chicago, IN)
- 90+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 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....
- Chicago, IL (20 miles from East Chicago, IN)
- 90+ days ago
- Chicago, IL (20 miles from East Chicago, IN)
- 90+ 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...
- La Grange, IL (22 miles from East Chicago, IN)
- 90+ days ago
- La Grange, IL (22 miles from East Chicago, IN)
- 90+ days ago
Must be a Certified Financial Planner (CFP). Fundamental knowledge of fiduciary duties and regulatory responsibilities. 7+ years of relevant work experience in financial services....
Demographic Data for East Chicago, IN
Moving to East Chicago, IN? Find some basic demographic data about East Chicago, IN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in East Chicago, IN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in East Chicago, IN 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
- Financial Planning
- Mutual Funds
- BSA
- Retirement Planning
- Financial Modeling
- 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
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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