Personal Financial Advisor Jobs in Monroe, MI

1-2 of 2 Jobs

Senior Retirement Plan and Wealth Advisor

First Merchants Bank
Monroe, MI
8 days ago

Monroe, MI
8 days ago

First Merchants Bank is seeking a Senior Workplace Wealth Advisor (Retirement Plan) to join our team! This position provides strategic guidance and experience within the Workplace Wealth Advisory...

In Person

Wealth Advisor - PNC Wealth Management

PNC Financial Services Group, Inc.
Toledo, OH (18 miles from Monroe, MI)
60+ days ago

Toledo, OH (18 miles from Monroe, MI)
60+ days ago

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

In Person

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Demographic Data for Monroe, MI

Moving to Monroe, MI? Find some basic demographic data about Monroe, MI below.

Median Age

Average Household Income

Home Value vs Household Income in Monroe, MI

Local

National

Total Population

55,727

Number of Businesses

1,027

City Size

Medium

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.

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...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Financial Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Monroe, MI

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 Monroe, MI 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 Monroe, MI

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!

Other Career Titles

Here are some other career titles that require similar skills