Personal Financial Advisor Jobs

Search Personal Financial Advisor Jobs

1-15 of 2,809 Results
BB&T - Vineland, NJ
d to higher authority any loans in excess of lending authority. 8. Evaluate and extend credit and terms in accordance with BB&T lending policy and lending authority. 9. Assume responsibility for proper...
3 days ago
AIG - Bloomington, MN
contact Extensive marketing support for participant mailings, lead generating flyers and financial planning campaigns Industry leading, company provided sales and marketing technology including clie...
3 days ago
Pasadena, CA
Los Robles at Cordova compensation: $16 per hour 25 hours per week employment type: part-time We are looking for a very organized individual who can assist a rapidly growing financial advisory...
2 days ago
Union Bank - Westwood, CA
paths, to driving progress in our communities, to continuously reshaping the standards of financial services. Positive impact starts here; see the change you can make as we strive to become the worlds...
3 days ago
JP Morgan - Wilsonville, OR
As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You...
2 days ago
Capital One - Scarsdale, NY
hroughout the community to boost name recognition. - A diverse suite of product offerings and financial planning. There are no proprietary products to push. This allows you to do what is best for your clie...
2 days ago
Mutual of Omaha Insurance CompanyCompany Description: - Bethlehem, PA
Job DescriptionAnalyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectivesProvide information/education to...
3 days ago
BB&T - Rockwall, TX
d to higher authority any loans in excess of lending authority. 8. Evaluate and extend credit and terms in accordance with BB&T lending policy and lending authority. 9. Assume responsibility for proper...
2 days ago
Bank Of America - Saint George, UT
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment and wealth management. We help...
1 day ago
Bank Of America - Chester, NJ
Development (PMD) role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured...
1 day ago
Houston, TX
clients, ensuring both financial stability and growth potential through a broad array of financial services and professionals. The most important thing we do is EDUCATE, giving our prospects viable...
2 days ago
Arlington Heights, IL
compensation: $13 - $15 per hour commensurate with experience. employment type: part-time Part-Time position for Administrative Assistant to Financial Advisors; 30 hours per week (flexible). We...
2 days ago
AIG - Buffalo, NY
t and asset acquisition through referrals, prospecting, seminars, and networking Utilize financial planning tools to better understand clients needs Continually exceed sales expectations Familiariza...
2 days ago
Zanesville, OH
clients, ensuring both financial stability and growth potential through a broad array of financial services and professionals. The most important thing we do is EDUCATE, giving our prospects viable...
2 days ago
Willoughby, OH
clients, ensuring both financial stability and growth potential through a broad array of financial services and professionals. The most important thing we do is EDUCATE, giving our prospects viable...
2 days ago

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Personal Finance Planning
Have you ever watched the evening news and wondered what the anchor meant when she said: “…and the Dow closed 50 points in choppy trading today.”   Have you ever watched Mad Money on CNBC as the...

Negotiation: Navigating Professional and Personal Interactions
In this course, participants will learn to apply negotiation strategies to a wide range of situations in their professional and personal lives—for better results, improved relationships, and...

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

  • Series 7 Licensed
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Series 6 Licensed
  • Series 63 Licensed
  • CPA

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

= trending
  • Acquisitions
  • Advising
  • Asset Allocation
  • Asset Management
  • Budgets
  • Business Development
  • Business Planning
  • Capital Markets
  • Client Relationships
  • Client Services
  • Communication Skills
  • Customer Service
  • Finance
  • Financial Analysis
  • Financial Planning
  • Financial Services
  • Fixed Income
  • Insurance Sales
  • Investment Banking
  • Investment Management
  • Leadership
  • Lending
  • Management
  • Mentoring
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Word
  • Mortgage Processing
  • Organization
  • Planning
  • Policy Development
  • Recruiting
  • Regulatory Compliance
  • Relationship Management
  • Retirement Planning
  • Sales
  • Sales Management
  • Scheduling
  • Securities and Exchange Commision (SEC)
  • Staff Supervision
  • Strategy Development
  • Training
  • Training and Development
  • Wealth Management

Other Titles

Here are some other career titles that require similar skills

Top Hiring Companies

Top hiring companies for Personal Financial Advisor positions

  • Bank of America
  • First Command
  • Morgan Stanley
  • First Command Financial Services, Inc.
  • Thrivent Financial
  • Northwestern Mutual
  • Proequities
  • AIG
  • Jp Morgan Chase
  • Capital One