Personal Financial Advisor Jobs in Winnetka, 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.
Senior Wealth Advisor SAFE Act CHICAGO
- Chicago, IL (14 miles from Winnetka, IL)
- 1 day ago
- Chicago, IL (14 miles from Winnetka, IL)
- 1 day 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 (13 miles from Winnetka, IL)
- 2 days ago
- Rolling Meadows, IL (13 miles from Winnetka, IL)
- 2 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
- Barrington, IL (20 miles from Winnetka, IL)
- 3 days ago
- Barrington, IL (20 miles from Winnetka, 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 (14 miles from Winnetka, IL)
- 6 days ago
- Chicago, IL (14 miles from Winnetka, IL)
- 6 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 (22 miles from Winnetka, IL)
- 17 days ago
- Glen Ellyn, IL (22 miles from Winnetka, IL)
- 17 days ago
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Mohegan Lake New York United States...
- Chicago, IL (14 miles from Winnetka, IL)
- 23 days ago
- Chicago, IL (14 miles from Winnetka, IL)
- 23 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...
Private Wealth Advisor / Director
- Chicago, IL (14 miles from Winnetka, IL)
- 45+ days ago
- Chicago, IL (14 miles from Winnetka, 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 (19 miles from Winnetka, IL)
- 26 days ago
- Oakbrook Terrace, IL (19 miles from Winnetka, IL)
- 26 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...
- Chicago, IL (14 miles from Winnetka, IL)
- 30+ days ago
- Chicago, IL (14 miles from Winnetka, IL)
- 30+ days ago
Ideally has knowledge of wealth management services, products and solutions....
- Chicago, IL (14 miles from Winnetka, IL)
- 30+ days ago
- Chicago, IL (14 miles from Winnetka, 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 (14 miles from Winnetka, IL)
- 30+ days ago
- Chicago, IL (14 miles from Winnetka, 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 (14 miles from Winnetka, IL)
- 45+ days ago
- Chicago, IL (14 miles from Winnetka, 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....
SAP SAC/BPC Financial Planning Consultant
- Chicago, IL (14 miles from Winnetka, IL)
- 45+ days ago
- Chicago, IL (14 miles from Winnetka, IL)
- 45+ days ago
optimize financial planning within the SAP environment....
- Chicago, IL (14 miles from Winnetka, IL)
- 60+ days ago
- Chicago, IL (14 miles from Winnetka, IL)
- 60+ 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...
- La Grange, IL (23 miles from Winnetka, IL)
- 60+ days ago
- La Grange, IL (23 miles from Winnetka, IL)
- 60+ 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....
Demographic Data for Winnetka, IL
Moving to Winnetka, IL? Find some basic demographic data about Winnetka, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Winnetka, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Winnetka, 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
- Client Relationships
- Financial Analysis
- Financial Services
- E-Verify
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- 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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