Personal Financial Advisor Jobs in Union, KY

1-7 of 7 Jobs

Wealth Management Advisor II

  • Newport, KY (17 miles from Union, KY)
  • 17 hours ago
  • Newport, KY (17 miles from Union, KY)
  • 17 hours ago

Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients....

Wealth Advisor - PNC Investments

  • Cincinnati, OH (22 miles from Union, KY)
  • 18 hours ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 18 hours ago

Establishes individual financial plans based on client financial needs and objectives....

Wealth Advisor

  • Cincinnati, OH (22 miles from Union, KY)
  • 5 days ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 5 days ago

We are a growing RIA firm that specializes in wealth management and comprehensive financial planning....

Wealth Advisor

  • Cincinnati, OH (22 miles from Union, KY)
  • 11 days ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 11 days ago

plan....

Wealth Management Advisor- Cincinnati,OH

  • Cincinnati, OH (22 miles from Union, KY)
  • 30+ days ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 30+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Wealth Advisor

  • Cincinnati, OH (22 miles from Union, KY)
  • 30+ days ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 30+ days ago

Wealth Advisor Cincinnati, OH 45249 Posted: 03/11/2025 Employment Type: Direct Hire Industry: Wealth Management Job Number: 14651 Pay Rate: 50,000 Job Description Wealth Advisor trak group is working...

PWM Private Wealth Advisor

  • Cincinnati, OH (22 miles from Union, KY)
  • 90+ days ago
  • Cincinnati, OH (22 miles from Union, KY)
  • 90+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Demographic Data for Union, KY

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

Local
National
24,820
253
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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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 Union, 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 Union, 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 Union, 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!