Personal Financial Advisor Jobs in Lexington, KY

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Wealth Advisor II

  • Truist
  • Lexington, KY
  • 3 days ago
Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions....

Wealth Management Consultant

  • Fidelity Investments
  • Lexington, KY
  • 3 days ago
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies....

Wealth Management Advisor II

  • Fifth Third Bank
  • Lexington, KY
  • 60+ days ago
#LI-JS1 Wealth Management Advisor II LOCATION -- Lexington, Kentucky 40507 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...

Demographic Data for Lexington, KY

Moving to Lexington, KY? Find some basic demographic data about Lexington, KY below.


Personal Financial Advisor Online Courses and Training Opportunities

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.

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...

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 Lexington, KY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

  • Aspire Partners, LLC
    Jobs             Company Profile
  • Fidelity Investments
  • Tempur Sealy International, Inc
  • University of Kentucky
  • Kyndryl Holding Inc.
  • Blue & Co.
  • CBRE
  • Lockheed Martin Corporation
  • American Water Company
  • AppHarvest Inc.

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Lexington, KY offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • 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 Lexington, KY
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills

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