Personal Financial Advisor Jobs in Sun Prairie, WI

1-5 of 5 Jobs

Wealth Management Advisor - Madison WI

  • Madison, WI (12 miles from Sun Prairie, WI)
  • 15 days ago
  • Madison, WI (12 miles from Sun Prairie, WI)
  • 15 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....

Wealth Management Advisor - Wisconsin

  • Madison, WI (12 miles from Sun Prairie, WI)
  • 17 days ago
  • Madison, WI (12 miles from Sun Prairie, WI)
  • 17 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....

Wealth Advisor - Starion Bank

  • Madison, WI (12 miles from Sun Prairie, WI)
  • 19 days ago
  • Madison, WI (12 miles from Sun Prairie, WI)
  • 19 days ago

Job Description LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Vice President - Wealth Advisor

  • Madison, WI (12 miles from Sun Prairie, WI)
  • 30+ days ago
  • Madison, WI (12 miles from Sun Prairie, WI)
  • 30+ days ago

Position Requirements: Bachelors Degree in a related business/finance field of study A minimum of 7 years of financial services experience CFP or CWS designation and financial planning experience preferred...

Wealth Advisor - Starion Bank

  • Middleton, WI (16 miles from Sun Prairie, WI)
  • 60+ days ago
  • Middleton, WI (16 miles from Sun Prairie, WI)
  • 60+ days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Demographic Data for Sun Prairie, WI

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

Local
National
43,684
911
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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LinkedIn for Financial Advisors
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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...
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Salary for Personal Financial Advisor Jobs in Sun Prairie, 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 Sun Prairie, 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 Sun Prairie, 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!