Personal Financial Advisor Jobs in Independence, OH

1-7 of 7 Jobs

Wealth Management Advisor I

  • Akron, OH (22 miles from Independence, OH)
  • 22 hours ago
  • Akron, OH (22 miles from Independence, OH)
  • 22 hours ago

Minimum of 5-7 years of successful sales/client service experience in financial services industry....

Financial Advisor, Wealth Management

  • Cleveland, OH (7 miles from Independence, OH)
  • 4 days ago
  • Cleveland, OH (7 miles from Independence, OH)
  • 4 days ago

Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships....

Wealth Advisor - PNC Investments

  • Cleveland, OH (7 miles from Independence, OH)
  • 8 days ago
  • Cleveland, OH (7 miles from Independence, OH)
  • 8 days ago

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

Sr. Manager, Wealth Advisor Schwab Wealth Advisory

  • Westlake, OH (15 miles from Independence, OH)
  • 18 days ago
  • Westlake, OH (15 miles from Independence, OH)
  • 18 days ago

plans and portfolios for clients....

Wealth Advisor Schwab Wealth Advisory

  • Westlake, OH (15 miles from Independence, OH)
  • 18 days ago
  • Westlake, OH (15 miles from Independence, OH)
  • 18 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Wealth Strategy Associate

  • Rocky River, OH (12 miles from Independence, OH)
  • 45+ days ago
  • Rocky River, OH (12 miles from Independence, OH)
  • 45+ days ago

plans Your expertise: • Must have active series 7 and 66 licenses • ideally 3-5 years of experience in client service, within the finance sector • Bachelors degree or equivalent, focusing on Finance...

Work Study, Peer Financial Coach (Financial Aid Administration)

  • Highland Hills, OH (9 miles from Independence, OH)
  • 60+ days ago
  • Highland Hills, OH (9 miles from Independence, OH)
  • 60+ days ago

Work Study, Peer Financial Coach (Financial Aid Administration) Department: Financial Aid Admin Location: Eastern Campus Reports To: Campus Director, Financial Aid Recruitment Type: Internal...

Demographic Data for Independence, OH

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

Local
National
20,664
1,299
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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 Independence, 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 Independence, 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 Independence, 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!