Personal Financial Advisor Jobs in Newtown, OH

1-3 of 3 Jobs

Wealth Management Advisor II

  • Fifth Third Bank
  • Cincinnati, OH (8 miles from Newtown, OH)
  • 7 days ago
  • Cincinnati, OH (8 miles from Newtown, OH)
  • 7 days ago

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....

In Person

Wealth Advisor II

  • First Financial Bank
  • West Chester, OH (15 miles from Newtown, OH)
  • 45+ days ago
  • West Chester, OH (15 miles from Newtown, OH)
  • 45+ days ago

and financial planning options to clients Experience in banking or financial services is preferred Bachelors degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment...

In Person

Wealth Advisor - PNC Investments

  • PNC Financial Services Group, Inc.
  • Cincinnati, OH (7 miles from Newtown, OH)
  • 60+ days ago
  • Cincinnati, OH (7 miles from Newtown, OH)
  • 60+ days ago

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

In Person

Demographic Data for Newtown, OH

Moving to Newtown, OH? Find some basic demographic data about Newtown, OH below.

Local
National
11,799,441
250,936

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...
edX
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...
John Academy
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,...
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Salary for Personal Financial Advisor Jobs in Newtown, OH

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 Newtown, OH 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 Newtown, OH
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