Personal Financial Advisor Jobs in Lockport, IL

1-4 of 4 Jobs

Wealth Advisor

  • Nuveen Investments
  • Wheaton, IL (16 miles from Lockport, IL)
  • 12 days ago
  • Wheaton, IL (16 miles from Lockport, IL)
  • 12 days ago

. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. + Reviews...

In Person

Wealth Management Advisor - Oak Lawn, IL

  • US Bank
  • Oak Lawn, IL (16 miles from Lockport, IL)
  • 14 days ago
  • Oak Lawn, IL (16 miles from Lockport, IL)
  • 14 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...

In Person

Wealth Advisor - PNC Wealth Management

  • PNC Financial Services Group, Inc.
  • Naperville, IL (11 miles from Lockport, IL)
  • 23 days ago
  • Naperville, IL (11 miles from Lockport, IL)
  • 23 days ago

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

In Person

Private Wealth Advisor

  • Old National Bank
  • Hickory Hills, IL (14 miles from Lockport, IL)
  • 45+ days ago
  • Hickory Hills, IL (14 miles from Lockport, IL)
  • 45+ 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...

In Person

Demographic Data for Lockport, IL

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


Local
National
37,093
780
Medium

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 Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Lockport, 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 Lockport, IL offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 Lockport, 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%