Personal Financial Advisor Jobs in Hammond, 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 (19 miles from Hammond, IN)
- 4 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 4 days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Associate Wealth Advisor - R142068
- Chicago, IL (19 miles from Hammond, IN)
- 9 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 9 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 (19 miles from Hammond, IN)
- 14 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 14 days ago
Given the nature of the clients served, you will interface with teams and groups across the wealth management spectrum....
- Chicago, IL (19 miles from Hammond, IN)
- 16 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 16 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 (19 miles from Hammond, IN)
- 16 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 16 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Senior Wealth Advisor SAFE Act CHICAGO
- Chicago, IL (19 miles from Hammond, IN)
- 25 days ago
- Chicago, IL (19 miles from Hammond, IN)
- 25 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
- Chicago, IL (19 miles from Hammond, IN)
- 30+ days ago
- Chicago, IL (19 miles from Hammond, IN)
- 30+ 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 (19 miles from Hammond, IN)
- 30+ days ago
- Chicago, IL (19 miles from Hammond, IN)
- 30+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- Chicago, IL (19 miles from Hammond, IN)
- 60+ days ago
- Chicago, IL (19 miles from Hammond, IN)
- 60+ 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....
Wealth Management Advisor-Oak Lawn, IL
- Oak Lawn, IL (14 miles from Hammond, IN)
- 60+ days ago
- Oak Lawn, IL (14 miles from Hammond, IN)
- 60+ 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 (19 miles from Hammond, IN)
- 90+ days ago
- Chicago, IL (19 miles from Hammond, IN)
- 90+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (19 miles from Hammond, IN)
- 90+ days ago
- Chicago, IL (19 miles from Hammond, 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 (19 miles from Hammond, IN)
- 90+ days ago
- Chicago, IL (19 miles from Hammond, 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 (20 miles from Hammond, IN)
- 90+ days ago
- La Grange, IL (20 miles from Hammond, 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 Hammond, IN
Moving to Hammond, IN? Find some basic demographic data about Hammond, IN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Hammond, IN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Hammond, 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
- 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
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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