Personal Financial Advisor Jobs in Coldwater, OH

1-3 of 3 Jobs

Wealth Advisor - PNC Investments

  • Dayton, OH (19 miles from Coldwater, OH)
  • 7 days ago
  • Dayton, OH (19 miles from Coldwater, OH)
  • 7 days ago

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

Wealth Management Advisor II

  • Dayton, OH (19 miles from Coldwater, OH)
  • 10 days ago
  • Dayton, OH (19 miles from Coldwater, OH)
  • 10 days 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 I

  • Celina, OH (4 miles from Coldwater, OH)
  • 60+ days ago
  • Celina, OH (4 miles from Coldwater, OH)
  • 60+ days ago

planning options to clients Experience in banking or financial services is preferred Bachelors degree in Business or other related field of study Demonstrated commitment to professional development...

Demographic Data for Coldwater, OH

Moving to Coldwater, OH? Find some basic demographic data about Coldwater, OH below.

Local
National
6,495
168
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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edX
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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 Coldwater, OH

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 Coldwater, OH 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
2.7%
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 Coldwater, OH
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!