Personal Financial Advisor Jobs in Brookfield, WI

1-3 of 3 Jobs

CPA / Wealth Advisor

  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 12 days ago
  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 12 days ago

Provide tax planning to clients, ensuring compliance with tax laws and regulations Collaborate with financial advisors to develop integrated financial plans that align with clients' goals and objectives...

1834 Wealth Advisor III

  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 60+ days ago
  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 60+ days ago

Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...

Senior Advisor, Wealth Management

  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 60+ days ago
  • Milwaukee, WI (9 miles from Brookfield, WI)
  • 60+ days ago

You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...

Demographic Data for Brookfield, WI

Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.

Local
National
45,084
2,475
Medium

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.
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...
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Brookfield, WI

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 Brookfield, WI 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 Brookfield, WI
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!