Personal Financial Advisor Jobs in Oswego, IL
Senior Personal Financial Planner
- Monotelo Advisors
- Elgin, IL (24 miles from Oswego, IL)
- 21 hours ago
- Elgin, IL (24 miles from Oswego, IL)
- 21 hours ago
financial planning function by delivering comprehensive client advisory services, managing planning staff and workflows, and driving strategic growth through wealth management, exit planning, and planning...
Remote- gpac
- West Chicago, IL (17 miles from Oswego, IL)
- 6 days ago
- West Chicago, IL (17 miles from Oswego, IL)
- 6 days ago
A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team....
In Person- Midland States Bancorp, Inc
- Joliet, IL (10 miles from Oswego, IL)
- 9 days ago
- Joliet, IL (10 miles from Oswego, IL)
- 9 days ago
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations....
In Person- Bank of Montreal
- Hinsdale, IL (23 miles from Oswego, IL)
- 30+ days ago
- Hinsdale, IL (23 miles from Oswego, IL)
- 30+ days ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
In PersonWealth Advisor - Wealth Advisory - Serving Existin
- CliftonLArsonAllen
- Oak Brook, IL (23 miles from Oswego, IL)
- 30+ days ago
- Oak Brook, IL (23 miles from Oswego, IL)
- 30+ days ago
They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....
In PersonWealth Management Advisor - Glen Ellyn, IL
- US Bank
- Glen Ellyn, IL (19 miles from Oswego, IL)
- 60+ days ago
- Glen Ellyn, IL (19 miles from Oswego, 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...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Naperville, IL (12 miles from Oswego, IL)
- 60+ days ago
- Naperville, IL (12 miles from Oswego, IL)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Oswego, IL
Moving to Oswego, IL? Find some basic demographic data about Oswego, IL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oswego, IL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oswego, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Asset Allocation
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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