Personal Financial Advisor Jobs in Simpsonville, KY

1-5 of 5 Jobs

Wealth Advisor

  • Louisville, KY (21 miles from Simpsonville, KY)
  • 3 days ago
  • Louisville, KY (21 miles from Simpsonville, KY)
  • 3 days ago

What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...

Wealth Advisor - PNC Investments

  • Louisville, KY (21 miles from Simpsonville, KY)
  • 60+ days ago
  • Louisville, KY (21 miles from Simpsonville, KY)
  • 60+ days ago

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

Wealth Advisor - PNC Investments

  • Louisville, KY (21 miles from Simpsonville, KY)
  • 60+ days ago
  • Louisville, KY (21 miles from Simpsonville, KY)
  • 60+ days ago

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

Wealth Advisor

  • Louisville, KY (21 miles from Simpsonville, KY)
  • 90+ days ago
  • Louisville, KY (21 miles from Simpsonville, KY)
  • 90+ days ago

Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....

Wealth Advisor III - Kentucky

  • Louisville, KY (21 miles from Simpsonville, KY)
  • 90+ days ago
  • Louisville, KY (21 miles from Simpsonville, KY)
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Demographic Data for Simpsonville, KY

Moving to Simpsonville, KY? Find some basic demographic data about Simpsonville, KY below.

Local
National
5,461
227
Medium/Sm

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 Simpsonville, KY

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 Simpsonville, KY 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
4.2%
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 Simpsonville, KY
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!