Personal Financial Advisor Jobs in Waukegan, IL

1-4 of 4 Jobs

Wealth Advisor, Glenview

  • Glenview, IL (19 miles from Waukegan, IL)
  • 1 day ago
  • Glenview, IL (19 miles from Waukegan, IL)
  • 1 day 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...

Private Wealth Advisor, Director

  • Winnetka, IL (18 miles from Waukegan, IL)
  • 20 days ago
  • Winnetka, IL (18 miles from Waukegan, IL)
  • 20 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

  • Skokie, IL (23 miles from Waukegan, IL)
  • 90+ days ago
  • Skokie, IL (23 miles from Waukegan, IL)
  • 90+ days ago

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

Wealth Management Advisor - Wisconsin

  • Kenosha, WI (18 miles from Waukegan, IL)
  • 90+ days ago
  • Kenosha, WI (18 miles from Waukegan, IL)
  • 90+ days ago

planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....

Demographic Data for Waukegan, IL

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

Local
National
99,816
1,726
Medium/Lg

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.
edX
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...
John Academy
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Salary for Personal Financial Advisor Jobs in Waukegan, 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 Waukegan, 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 Waukegan, 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!