Personal Financial Advisor Jobs in Lockport, IL

1-5 of 5 Jobs

Wealth Advisor, Joliet

  • Joliet, IL (9 miles from Lockport, IL)
  • 12 days ago
  • Joliet, IL (9 miles from Lockport, IL)
  • 12 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

  • Wheaton, IL (16 miles from Lockport, IL)
  • 14 days ago
  • Wheaton, IL (16 miles from Lockport, IL)
  • 14 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...

Associate Wealth Advisor

  • Oakbrook Terrace, IL (18 miles from Lockport, IL)
  • 19 days ago
  • Oakbrook Terrace, IL (18 miles from Lockport, IL)
  • 19 days ago

that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...

Wealth Advisor - PNC Investments

  • Naperville, IL (11 miles from Lockport, IL)
  • 90+ days ago
  • Naperville, IL (11 miles from Lockport, IL)
  • 90+ days ago

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

Wealth Advisor

  • Joliet, IL (9 miles from Lockport, IL)
  • 90+ days ago
  • Joliet, IL (9 miles from Lockport, IL)
  • 90+ days ago

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

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

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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...
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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...
Corporate Finance Institute
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...
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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
52.5%
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%

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!