Personal Financial Advisor Jobs

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1-15 of 3,426 Results
Bank Of America - Burlington, WI
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...
2 days ago
Phoenix, AZ
compensation: $12.00/hour employment type: full-time Kelly Services is looking for an experience Administrative Assistant with a financial or banking background for a position in the Sun City...
2 days ago
Cambridge, MA
sed Financial Consultant to advise members and sell financial products and services including Mutual Funds, Insurance, Fixed/Variable Annuities, Stocks, Bonds and Alternative Investments as well as Pro...
2 days ago
Wescott Financial Advisory Group LLC - United, PA
as one of the top wealth management firms in the nation is seeking a dynamic, team-oriented J.D. or a CPA with at least two years of experience in estate, tax and financial planning to join our prac...
2 days ago
Penn Mutual - New Haven, CT
promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office...
2 days ago
Capital One - Wilmington, DE
Capital One Investing (COFI) is the firm's advice division, focused on providing stellar financial planning and related products and services for our loyal customers. Are you invested in customers a...
2 days ago
Sacramento, CA
of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, insurance, annuities and banking solutions. Also, the Advisor will transact point of fulfillme...
2 days ago
Philadelphia, PA
h Advisor for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are very interested in you if you desire a career in Wealth Management, are currently a registered...
2 days ago
Orange, CA
compensation: Determined During Interview Process employment type: employee's choice We are a financial services firm located throughout North America and urgently seeking for new talent. Our firm...
2 days ago
Aiken, SC
of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, insurance, annuities and banking solutions. Also, the Advisor will transact point of fulfillme...
2 days ago
Providence, RI
compensation: Depends on Experience employment type: full-time A fast-paced, financial services office seeking a qualified candidate that is personable, energetic, and has exceptional...
2 days ago
Los Angeles, CA
of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, insurance, annuities and banking solutions. Also, the Advisor will transact point of fulfillme...
2 days ago
Columbia, MD
of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, insurance, annuities and banking solutions. Also, the Advisor will transact point of fulfillme...
2 days ago
Fulton Financial - Virginia Beach, VA
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities,...
1 day ago
Bank of America - Beaufort, MO
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

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.

Making Smart Financial Decisions
This course is for people Who know they need to save, but not how much. Who don’t know whether it would be better to put $100 in an IRA or to pay off $100 of their credit card balance. Who have...

Managing My Financial Journey

The dramatic events of the financial crisis in the late 2000s transformed the UK financial services industry. Long established institutions went out of business, others were forced into...


Licensing / Certification

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

  • Series 7 Licensed
  • Certified Financial Planner
  • Series 6 Licensed
  • Chartered Financial Analyst
  • 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
  • Balancing
  • Budgets
  • Business Development
  • Business Planning
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Client Relationships
  • Client Services
  • Coaching
  • Collaboration
  • Communication Skills
  • Customer Service
  • Development
  • Employee Benefits
  • Finance
  • Financial Analysis
  • Financial Planning
  • Financial Services
  • Investment Banking
  • Investment Management
  • Leadership
  • Leading
  • Lending
  • Management
  • Microsoft Access
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Mortgage Processing
  • Organization
  • Planning
  • Policy Development
  • Prospecting
  • Referrals
  • Regulatory Compliance
  • Relationship Building
  • Relationship Management
  • Retirement Planning
  • Sales
  • Salesforce
  • Securities and Exchange Commision (SEC)
  • Securities and Exchange Commission
  • 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
  • AIG
  • TIAA-CREF
  • Northwestern Mutual
  • Capital One
  • Morgan Stanley
  • Signator Investors Incorporated
  • First Command Financial Services, Inc.
  • JP Morgan