Personal Financial Advisor Jobs in Brookfield, WI

1-5 of 5 Jobs

Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients

Milwaukee, WI (9 miles from Brookfield, WI)
13 days ago

Milwaukee, WI (9 miles from Brookfield, WI)
13 days ago

Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....

Hartford, WI (22 miles from Brookfield, WI)
18 days ago

Hartford, WI (22 miles from Brookfield, WI)
18 days ago

REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

Wealth Advisor Wealth Advisory Serving

Milwaukee, WI (9 miles from Brookfield, WI)
45+ days ago

Milwaukee, WI (9 miles from Brookfield, WI)
45+ days ago

Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....

Private Wealth Advisor II

Milwaukee, WI (9 miles from Brookfield, WI)
45+ days ago

Milwaukee, WI (9 miles from Brookfield, WI)
45+ 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...

1834 Wealth Advisor III

Milwaukee, WI (9 miles from Brookfield, WI)
90+ days ago

Milwaukee, WI (9 miles from Brookfield, WI)
90+ days ago

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Demographic Data for Brookfield, WI

Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.

Median Age

Average Household Income

Home Value vs Household Income in Brookfield, WI

Local

National

Total Population

45,084

Number of Businesses

2,475

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Brookfield, WI

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 Brookfield, WI 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 Brookfield, WI

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