Personal Financial Advisor Jobs in Waconia, MN

1-4 of 4 Jobs

Senior Wealth Strategy Associate

  • UBS
  • Wayzata, MN (13 miles from Waconia, MN)
  • 7 days ago
  • Wayzata, MN (13 miles from Waconia, MN)
  • 7 days ago

What youll do • Develop customized asset allocation strategies and investment solutions that reflect each clients objectives, constraints, and risk tolerance. • Analyze and interpret portfolio performance...

In Person

Wealth Management Advisor - Minneapolis, MN

  • TIAA
  • Bloomington, MN (24 miles from Waconia, MN)
  • 9 days ago
  • Bloomington, MN (24 miles from Waconia, MN)
  • 9 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...

In Person

Associate, Wealth Advisor

  • Cresset Capital
  • Minnetonka, MN (17 miles from Waconia, MN)
  • 60+ days ago
  • Minnetonka, MN (17 miles from Waconia, MN)
  • 60+ days ago

Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team....

In Person

Financial Coach

  • NFP Corp.
  • Plymouth, MN (19 miles from Waconia, MN)
  • 90+ days ago
  • Plymouth, MN (19 miles from Waconia, MN)
  • 90+ days ago

management referrals....

In Person

Demographic Data for Waconia, MN

Moving to Waconia, MN? Find some basic demographic data about Waconia, MN below.

Local
National
14,552
418
Medium/Sm

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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Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
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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 specialist, youll educate your clients on investments, taxes,...
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Salary for Personal Financial Advisor Jobs in Waconia, MN

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 Waconia, MN offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 Waconia, MN
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!