Personal Financial Advisor Jobs in Aurora, IL
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.
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 2 days ago
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 2 days ago
plans, then join a team that is a stable industry leader....
- Schaumburg, IL (19 miles from Aurora, IL)
- 3 days ago
- Schaumburg, IL (19 miles from Aurora, IL)
- 3 days ago
management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 4 days ago
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 4 days ago
complex financial plans, then join a team that is a stable industry leader....
Private Wealth Advisor / Director
- Hinsdale, IL (17 miles from Aurora, IL)
- 14 days ago
- Hinsdale, IL (17 miles from Aurora, IL)
- 14 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
- La Grange, IL (21 miles from Aurora, IL)
- 30+ days ago
- La Grange, IL (21 miles from Aurora, IL)
- 30+ days ago
Must be a Certified Financial Planner (CFP). Fundamental knowledge of fiduciary duties and regulatory responsibilities. 7+ years of relevant work experience in financial services....
Managing Advisor - Wealth Management
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 90+ days ago
- Oakbrook Terrace, IL (16 miles from Aurora, IL)
- 90+ days ago
planning degree preferred 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial Planner...
Demographic Data for Aurora, IL
Moving to Aurora, IL? Find some basic demographic data about Aurora, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Aurora, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Aurora, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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