Personal Financial Advisor Jobs in Prior Lake, MN

1-8 of 8 Jobs

Wealth Management Advisor - Minnesota

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 10 days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 10 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....

Private Wealth Advisor / Relationship Manager

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 13 days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 13 days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth knowledge of Bank products, services and capabilities....

Senior Wealth Strategy Associate

  • Wayzata, MN (21 miles from Prior Lake, MN)
  • 19 days ago
  • Wayzata, MN (21 miles from Prior Lake, MN)
  • 19 days ago

Were looking for a Senior Wealth Strategy Associate to: • collaborate with the Team to prepare financial plans, asset allocation, and portfolio reviews • research investment management solutions to...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 30+ days ago

They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....

1834 Wealth Advisor III

  • St Louis Park, MN (19 miles from Prior Lake, MN)
  • 90+ days ago
  • St Louis Park, MN (19 miles from Prior Lake, MN)
  • 90+ days ago

Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...

VP/Wealth Advisor

  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 90+ days ago
  • Minneapolis, MN (22 miles from Prior Lake, MN)
  • 90+ days ago

Learn more at www.Bernstein.com OUR BUSINESS BERNSTEIN PRIVATE WEALTH MANAGEMENT In a world where most investment managers look alike, Bernstein Private Wealth Management is a firm like no other....

Demographic Data for Prior Lake, MN

Moving to Prior Lake, MN? Find some basic demographic data about Prior Lake, MN below.

Local
National
34,327
785
Medium

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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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Salary for Personal Financial Advisor Jobs in Prior Lake, MN

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 Prior Lake, MN offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
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 Prior Lake, MN
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!