Personal Financial Advisor Jobs in Germantown, WI

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.

1-4 of 4 Jobs

Wealth Advisor III

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

JOB REQUIREMENTS: 1834 Wealth Advisor III Job Locations US-WI-Milwaukee\| US-MN-St Louis Park \| US-IL-Chicago Category/Function Trust/WealthManagement Position Type Regular Full-Time Requisition...

1834 Wealth Advisor III

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

Milwaukee, WI (17 miles from Germantown, WI)
30+ 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 II

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

JOB REQUIREMENTS: Private Wealth Advisor II Job LocationsUS-WI-Milwaukee Category/Function Trust/Wealth Management Position TypeRegular Full-Time Requisition ID 2024-14694 Workplace Type On SiteSalary...

Senior Advisor, Wealth Management

Milwaukee, WI (17 miles from Germantown, WI)
30+ days ago

Milwaukee, WI (17 miles from Germantown, WI)
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...

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Demographic Data for Germantown, WI

Moving to Germantown, WI? Find some basic demographic data about Germantown, WI below.

Median Age

Average Household Income

Home Value vs Household Income in Germantown, WI

Local

National

Total Population

19,935

Number of Businesses

645

City Size

Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Germantown, WI

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Germantown, WI offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Germantown, WI

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills

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