Personal Financial Advisor Jobs in Kenilworth, IL

1-15 of 18 Jobs

Private Wealth Advisor - Director

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 1 day ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 1 day ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Wealth Management Advisor II

  • Northbrook, IL (6 miles from Kenilworth, IL)
  • 4 days ago
  • Northbrook, IL (6 miles from Kenilworth, IL)
  • 4 days ago

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....

Wealth Management Advisor II

  • Skokie, IL (3 miles from Kenilworth, IL)
  • 6 days ago
  • Skokie, IL (3 miles from Kenilworth, IL)
  • 6 days ago

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....

Wealth Advisor

  • Lombard, IL (21 miles from Kenilworth, IL)
  • 14 days ago
  • Lombard, IL (21 miles from Kenilworth, IL)
  • 14 days ago

About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....

Wealth Advisor

  • Elmhurst, IL (18 miles from Kenilworth, IL)
  • 14 days ago
  • Elmhurst, IL (18 miles from Kenilworth, IL)
  • 14 days ago

About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....

Sr. Wealth Advisor - Chicago

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 28 days ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 28 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....

1834 Wealth Advisor

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 30+ days ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 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...

Associate Wealth Advisor

  • Skokie, IL (3 miles from Kenilworth, IL)
  • 30+ days ago
  • Skokie, IL (3 miles from Kenilworth, IL)
  • 30+ days ago

financial planning software, CRM and portfolio management systems....

Private Wealth Advisor / Director

  • Schaumburg, IL (19 miles from Kenilworth, IL)
  • 45+ days ago
  • Schaumburg, IL (19 miles from Kenilworth, 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

  • Barrington, IL (23 miles from Kenilworth, IL)
  • 45+ days ago
  • Barrington, IL (23 miles from Kenilworth, 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....

Associate Wealth Advisor

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 45+ days ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 45+ days ago

The successful candidate will benefit from having: 2-4 years estate and financial planning and analysis experience with high-income/net worth individuals and families desired....

Director, Wealth Advisory

  • Oakbrook Terrace, IL (19 miles from Kenilworth, IL)
  • 45+ days ago
  • Oakbrook Terrace, IL (19 miles from Kenilworth, IL)
  • 45+ days ago

planning degree preferred 9 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families One of the following designations is required: Certified...

Wealth Advisor - PNC Investments

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 45+ days ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 45+ days ago

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

Wealth Advisor Schaumburg

  • Schaumburg, IL (19 miles from Kenilworth, IL)
  • 60+ days ago
  • Schaumburg, IL (19 miles from Kenilworth, IL)
  • 60+ days ago

management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...

Wealth Advisor - Polish & Slavic FCU

  • Chicago, IL (13 miles from Kenilworth, IL)
  • 60+ days ago
  • Chicago, IL (13 miles from Kenilworth, IL)
  • 60+ days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

Demographic Data for Kenilworth, IL

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


Local
National
2,514
68
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Personal Financial Advisor Online Courses and Training Opportunities

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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...
LinkedIn for Financial Advisors
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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...

Salary for Personal Financial Advisor Jobs in Kenilworth, 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 Kenilworth, 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 Kenilworth, 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%