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.
- Milwaukee, WI (17 miles from Germantown, WI)
- 27 days ago
- Milwaukee, WI (17 miles from Germantown, WI)
- 27 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...
- 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...
- 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...
Demographic Data for Germantown, WI
Moving to Germantown, WI? Find some basic demographic data about Germantown, WI below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Germantown, WI
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Germantown, WI 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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