Personal Financial Advisor Jobs in Columbia, IL

1-7 of 7 Jobs

Saint Louis, MO (15 miles from Columbia, IL)
19 days ago

Saint Louis, MO (15 miles from Columbia, IL)
19 days ago

Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations....

Wealth Advisor - PNC Investments

Saint Louis, MO (12 miles from Columbia, IL)
29 days ago

Saint Louis, MO (12 miles from Columbia, IL)
29 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Financial Planning Advisor - Taylor Family Office

Saint Louis, MO (12 miles from Columbia, IL)
30+ days ago

Saint Louis, MO (12 miles from Columbia, IL)
30+ days ago

Equal Opportunity Employer/Disability/Veterans Qualifications Minimum: Bachelors Degree with an emphasis in investment management, financial planning, or similar wealth management field of study 5+...

Wealth Management Advisor - St. Louis, MO

Creve Coeur, MO (19 miles from Columbia, IL)
60+ days ago

Creve Coeur, MO (19 miles from Columbia, IL)
60+ days ago

planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...

Personal Trust Associate

Saint Louis, MO (12 miles from Columbia, IL)
60+ days ago

Saint Louis, MO (12 miles from Columbia, IL)
60+ days ago

We are a global wealth management and investment banking firm serious about innovation and fresh ideas....

Wealth Management Advisor - St. Louis, MO

Saint Louis, MO (12 miles from Columbia, IL)
60+ days ago

Saint Louis, MO (12 miles from Columbia, IL)
60+ days ago

Financial Coach -United for Families Program

Saint Louis, MO (12 miles from Columbia, IL)
90+ days ago

Saint Louis, MO (12 miles from Columbia, IL)
90+ days ago

services and products....

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Demographic Data for Columbia, IL

Moving to Columbia, IL? Find some basic demographic data about Columbia, IL below.

Median Age

Average Household Income

Home Value vs Household Income in Columbia, IL

Local

National

Total Population

13,924

Number of Businesses

389

City Size

Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire 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 Columbia, IL

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

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Columbia, IL 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 Columbia, IL

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