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Personal Financial Advisor Jobs in Milwaukee, WI

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1-3 of 3 Jobs
Experienced Wealth Management Advisor
Equitable Advisors - Milwaukee, WI
plan Vision insurance License/Certification: FINRA License (Preferred) Work Location: One location Work Remotely: No...
8 days ago
Product Analyst - Wealth Advisor Platform
Refinitiv - Brookfield, WI (9 miles from Milwaukee, WI)
Our tailored benefits are a key part of this commitment and we offer colleagues a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts....
13 days ago
Wealth Management Advisor
TIAA - Brookfield, WI (9 miles from Milwaukee, WI)
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....
45+ days ago

Demographic Data for Milwaukee, WI

Moving to Milwaukee, WI? Find some basic demographic data about Milwaukee, WI below.

808,042
17,096
Large

Personal Financial Advisor Online Courses and Training Opportunities

Coursera
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.
edX
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...
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Milwaukee, WI

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

$80,266

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 Milwaukee, WI offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.8%)
  • Vocational 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 Milwaukee, WI
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

= trending

Other Titles

Here are some other career titles that require similar skills

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