Personal Financial Advisor Jobs in Lisle, 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.
- Chicago, IL (23 miles from Lisle, IL)
- 9 hours ago
- Chicago, IL (23 miles from Lisle, IL)
- 9 hours ago
Wealth Management Advisor II Total Base Pay Range 119,500.00 - 256,900.00 USD Annual LOCATION -- Chicago, Illinois 60606 Fifth Third Bank, National Association is proud to have an engaged and inclusive...
Senior Wealth Advisor SAFE Act CHICAGO
- Chicago, IL (23 miles from Lisle, IL)
- 2 days ago
- Chicago, IL (23 miles from Lisle, IL)
- 2 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Private Wealth Advisor / Director
- Rolling Meadows, IL (20 miles from Lisle, IL)
- 3 days ago
- Rolling Meadows, IL (20 miles from Lisle, IL)
- 3 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....
- Chicago, IL (23 miles from Lisle, IL)
- 7 days ago
- Chicago, IL (23 miles from Lisle, IL)
- 7 days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Senior Wealth Advisor SAFE Act - Glen Ellyn & Orland Park
- Glen Ellyn, IL (5 miles from Lisle, IL)
- 18 days ago
- Glen Ellyn, IL (5 miles from Lisle, IL)
- 18 days ago
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Mohegan Lake New York United States...
- Chicago, IL (23 miles from Lisle, IL)
- 24 days ago
- Chicago, IL (23 miles from Lisle, IL)
- 24 days ago
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well...
- Joliet, IL (18 miles from Lisle, IL)
- 28 days ago
- Joliet, IL (18 miles from Lisle, IL)
- 28 days ago
Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...
Private Wealth Advisor / Director
- Chicago, IL (23 miles from Lisle, IL)
- 45+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 45+ 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....
Private Wealth Advisor / Director
- Chicago, IL (23 miles from Lisle, IL)
- 45+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 45+ 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....
Managing Advisor, Wealth Advisors
- Oakbrook Terrace, IL (8 miles from Lisle, IL)
- 27 days ago
- Oakbrook Terrace, IL (8 miles from Lisle, IL)
- 27 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...
Wealth Management Advisor-Oak Lawn, IL
- Oak Lawn, IL (17 miles from Lisle, IL)
- 28 days ago
- Oak Lawn, IL (17 miles from Lisle, IL)
- 28 days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Senior Advisor, Wealth Management
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 30+ days ago
You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...
Wealth Advisor - Private Vista
- Chicago, IL (23 miles from Lisle, IL)
- 45+ days ago
- Chicago, IL (23 miles from Lisle, IL)
- 45+ days ago
What You'll Do Client Management: Oversee your client list, ensuring regular touch points and reviews for comprehensive financial planning and investment management....
Demographic Data for Lisle, IL
Moving to Lisle, IL? Find some basic demographic data about Lisle, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lisle, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lisle, 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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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