Financial Advisor Jobs in Lafayette, IN (8)
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CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Banker Supervisor $1,000 Sign on Bonus
Merrill Financial Solutions Advisor - Indiana Market
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Financial Advisor III - Supply Chain
Merrill Financial Solutions Advisor - Indiana Market
Job Description
Working as a Financial Advisor in Lafayette, IN
There are 8 Financial Advisor opportunities available in Lafayette, IN all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Lafayette, IN
Financial Advisors in Lafayette, IN Resume Data
Average Experience for Financial Advisors in Lafayette, IN
- More than 10 years: 50%
- 6-10 years: 33%
- 3-5 years: 17%
Educational Background for Financial Advisors in Lafayette, IN
- Bachelors: 50%
- Diploma: 30%
- Masters: 10%
- Associates: 10%
Top Skill for Financial Advisors in Lafayette, IN
- Bookkeeping: 14%
- Attention to detail: 14%
- Spreadsheets with Microsoft Excel: 14%
- Sales skills: 14%
- Principles of accounting: 7%
- Administrative support professional fit: 7%
- Administrative assistant/receptionist: 7%
- Basic computer skills: 7%
- Customer focus & orientation: 7%
- Customer service: 7%
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