Personal Financial Advisor Jobs in Sunbury, OH

1-6 of 6 Jobs

Associate Wealth Advisor

  • Columbus, OH (14 miles from Sunbury, OH)
  • 9 days ago
  • Columbus, OH (14 miles from Sunbury, OH)
  • 9 days ago

Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship...

Wealth Advisor

  • Whitehall, OH (20 miles from Sunbury, OH)
  • 12 days ago
  • Whitehall, OH (20 miles from Sunbury, OH)
  • 12 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...

Retirement Specialist

  • Whitehall, OH (20 miles from Sunbury, OH)
  • 12 days ago
  • Whitehall, OH (20 miles from Sunbury, OH)
  • 12 days ago

Job Title: Retirement Specialist Summary of Duties and Responsibilities: As a Retirement Specialist, you'll manage financial data and proposal work for individual and institutional client...

Wealth Advisor - PNC Investments

  • Columbus, OH (14 miles from Sunbury, OH)
  • 25 days ago
  • Columbus, OH (14 miles from Sunbury, OH)
  • 25 days ago

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

Internal Retirement Specialist

  • Columbus, OH (14 miles from Sunbury, OH)
  • 29 days ago
  • Columbus, OH (14 miles from Sunbury, OH)
  • 29 days ago

Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results....

Remote Work

Wealth Management Advisor

  • Dublin, OH (18 miles from Sunbury, OH)
  • 90+ days ago
  • Dublin, OH (18 miles from Sunbury, OH)
  • 90+ days ago

Category Business Development Description Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services...

Demographic Data for Sunbury, OH

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

Local
National
15,288
388
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...
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Sunbury, 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 Sunbury, OH 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 Sunbury, 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!