Personal Financial Advisor Jobs in South Elgin, IL

1-4 of 4 Jobs

Wealth Advisor

  • Wheaton, IL (13 miles from South Elgin, IL)
  • 3 days ago
  • Wheaton, IL (13 miles from South Elgin, IL)
  • 3 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 (19 miles from South Elgin, IL)
  • 8 days ago
  • Oakbrook Terrace, IL (19 miles from South Elgin, IL)
  • 8 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 (17 miles from South Elgin, IL)
  • 90+ days ago
  • Naperville, IL (17 miles from South Elgin, 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 Schaumburg

  • Schaumburg, IL (12 miles from South Elgin, IL)
  • 90+ days ago
  • Schaumburg, IL (12 miles from South Elgin, IL)
  • 90+ 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...

Demographic Data for South Elgin, IL

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

Local
National
24,361
590
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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...
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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...
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LinkedIn for Financial Advisors
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Salary for Personal Financial Advisor Jobs in South Elgin, 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 South Elgin, 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 South Elgin, 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!