Personal Financial Advisor Jobs in Wisconsin
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.
Resilience & Goal Orientation A career in financial services involves both challenge and reward....
Remote WorkThe Investment Program at NBT Bank supports the local community with a complete menu of financial services....
Understand client’s financial objectives utilizing a purposeful discovery process and financial planning approach....
Wealth Management Advisor - Capital Square Madison WI
- Madison, WI
- 14 days ago
- Madison, WI
- 14 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....
Join our Madison Wealth Team at Wisconsin's largest privately held, family-owned financial services institution as a Wealth Advisor!...
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
- Milwaukee, WI
- 27 days ago
- Milwaukee, WI
- 27 days ago
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
Wealth Management Advisor-Madison, WI
- Wisconsin Rapids, WI
- 45+ days ago
- Wisconsin Rapids, WI
- 45+ 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....
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....
Wealth Management Advisor - Wisconsin
- Wisconsin Rapids, WI
- 45+ days ago
- Wisconsin Rapids, WI
- 45+ 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....
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....
Job Description LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
- Green Bay, WI
- 90+ days ago
- Green Bay, WI
- 90+ days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Wisconsin
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Wisconsin 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
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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