Personal Financial Advisor Jobs in Middletown, KY

1-5 of 5 Jobs

Wealth Advisor - PNC Investments

  • Louisville, KY (12 miles from Middletown, KY)
  • 1 day ago
  • Louisville, KY (12 miles from Middletown, KY)
  • 1 day ago

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

Wealth Advisor

  • Louisville, KY (12 miles from Middletown, KY)
  • 28 days ago
  • Louisville, KY (12 miles from Middletown, KY)
  • 28 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...

Wealth Advisor

  • Louisville, KY (12 miles from Middletown, KY)
  • 45+ days ago
  • Louisville, KY (12 miles from Middletown, KY)
  • 45+ days ago

Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....

Wealth Advisor III - Kentucky

  • Louisville, KY (12 miles from Middletown, KY)
  • 45+ days ago
  • Louisville, KY (12 miles from Middletown, KY)
  • 45+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Wealth Strategy Associate

  • Louisville, KY (12 miles from Middletown, KY)
  • 90+ days ago
  • Louisville, KY (12 miles from Middletown, KY)
  • 90+ days ago

Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate...

Demographic Data for Middletown, KY

Moving to Middletown, KY? Find some basic demographic data about Middletown, KY below.

Local
National
4,513,190
91,158

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.
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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...
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...
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...
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Salary for Personal Financial Advisor Jobs in Middletown, KY

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 Middletown, KY 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 Middletown, KY
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!