Personal Financial Advisor Jobs in Wausau, WI

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1-3 of 3 Jobs

Private Wealth Advisor

  • Buska Retirement Solutions, Inc.
  • Wausau, WI
  • 45+ days ago

At Buska Retirement Solutions, youll assist current and future clients with all their comprehensive financial planning needs....

Private Wealth Advisor

  • BMO
  • Wausau, WI
  • 60+ days ago

Broad knowledge of all facets of wealth management. In-depth knowledge of Bank products, services and capabilities....

Private Wealth Advisor, Director

  • BMO Harris
  • Wausau, WI
  • 60+ days ago

Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Demographic Data for Wausau, WI

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


54,974
1,647
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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...

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.

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 Wausau, WI

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

  • Wipfli LLP
    Jobs
  • Apogee Enterprises
    Jobs
  • LPL Financial
    Jobs
  • Aspirus
    Jobs
  • BMO
    Jobs
  • BMO Harris
    Jobs
  • Buska Retirement Solutions, Inc.
    Jobs
  • CNO Financial Group
    Jobs
  • Cowen Partners | Executive Search + Consulting
    Jobs
  • Incrediblebank
    Jobs

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Wausau, WI offer the following education background
  • Bachelor's Degree (52.0%)
  • 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 Wausau, WI
  • 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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