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Personal Financial Advisor Jobs in Wausau, WI

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1-1 of 1 Jobs
Associate Wealth Advisor - Wealth Advisory - Stevens Point, WI
Clifton Larson Allen - Wausau, WI
The Associate Wealth Advisor should have basic knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques....
30+ days ago

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

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.
Udemy
Financial Advisor Training: Personal Productivity (Part 1)
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...
Udemy
Financial Advisor Training: Personal Productivity (Part 2)
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. >>>

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 Wausau, WI offer the following education background
  • Bachelor's Degree (51.4%)
  • Master's Degree (31.8%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.4%)
  • Associate's Degree (4.1%)
  • 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 (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

Salary for Personal Financial Advisor jobs in Wausau, WI

**Data source: Bureau of Labor Statistics

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