Personal Financial Advisor Jobs in Portland, IN

1-4 of 4 Jobs

Celina, OH (20 miles from Portland, IN)
13 days ago

Celina, OH (20 miles from Portland, IN)
13 days ago

Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans....

Senior Wealth Strategy Associate

Dayton, OH (18 miles from Portland, IN)
45+ days ago

Dayton, OH (18 miles from Portland, IN)
45+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Management Advisor II

Dayton, OH (18 miles from Portland, IN)
90+ days ago

Dayton, OH (18 miles from Portland, IN)
90+ days ago

Wealth Management Advisor II LOCATION -- Cincinnati, Ohio 45242 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity...

Private Bank Wealth Advisor III

Dayton, OH (18 miles from Portland, IN)
90+ days ago

Dayton, OH (18 miles from Portland, IN)
90+ days ago

Basic Qualifications: Bachelor's Degree At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...

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Demographic Data for Portland, IN

Moving to Portland, IN? Find some basic demographic data about Portland, IN below.

Median Age

Average Household Income

Home Value vs Household Income in Portland, IN

Local

National

Total Population

12,143

Number of Businesses

300

City Size

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.

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Portland, IN

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 Portland, IN 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

2.7%

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 Portland, IN

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