Personal Financial Advisor Jobs

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1-15 of 2,931 Results
Northwestern Mutual - Spokane, WA
Financial Advisor Northwestern Mutual Our financial advisory firm is seeking new Financial Advisors to join growing practice. Strong applicants will have exceptional interpersonal skills, have a...
3 days ago
Vanguard - Charlotte, NC
files which meet department compliance standards. Address each client's ongoing advisory and wealth management opportunities and provide semi-annual formal reviews of each client's financial situation...
3 days ago
Northwestern Mutual - Durham, NC
Financial Advisor Northwestern Mutual Our financial advisory firm is seeking new Financial Advisors to join growing practice. Strong applicants will have exceptional interpersonal skills, have a...
3 days ago
Aerotek Professional Services - Tempe, AZ
Job Title: Financial Advisor Pay: $15.87/hour ($33,000/year) 90 Business day Contract to Hire Possible raise to $39,000 after 90days Location: Tempe, AZ Hours of Operation: Applicants must be...
2 days ago
Twin Falls, ID
6955 Union Park Center compensation: Commission plus Bonus employment type: full-time As a Waddell & Reed financial advisor, you will be uniquely positioned within the financial services industry....
3 days ago
Northwestern Mutual - Medford, OR
Financial Advisor Northwestern Mutual Our financial advisory firm is seeking new Financial Advisors to join growing practice. Strong applicants will have exceptional interpersonal skills, have a...
3 days ago
AIG - Springfield, MO
Location: Topeka, KS Why VALIC? At VALIC, our Financial Advisors assist clients in the education, healthcare and governmental sectors by partnering to plan for their retirement. Whether youre an...
2 days ago
Bank Of America - Edison, NJ
didates from outside the wealth management industry to prepare for and complete registration requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP)...
2 days ago
Bank of America Corporation - Taunton, MA
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9...
2 days ago
Bank of America Corporation - Springfield, MA
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9...
2 days ago
Bank of America Corporation - Hanover, NH
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9...
2 days ago
Bank of America - Ridgefield, CT
England and Upstate New York** **Description** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and busi...
2 days ago
Bank of America - Westport, CT
England and Upstate New York** **Description** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and busi...
2 days ago
SunTrust - High Point, NC
d procedures, and investment products and services including basic financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the i...
1 day ago
Bank of America Corporation - Albany, NY
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9...
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.

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
  • Series 6 Licensed
  • Series 63 Licensed
  • Certified Financial Planner
  • CPA
  • Chartered Financial Analyst

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
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Client Relationships
  • Client Services
  • Coaching
  • Communication Skills
  • Customer Service
  • Development
  • Employee Benefits
  • Finance
  • Financial Analysis
  • Financial Planning
  • Financial Services
  • Investment Banking
  • Investment Management
  • Leadership
  • Leading
  • Lending
  • Management
  • Mentoring
  • Microsoft Access
  • Microsoft Word
  • Mortgage Processing
  • Organization
  • Planning
  • Policy Development
  • Prospecting
  • Referrals
  • Regulatory Compliance
  • Relationship Building
  • Relationship Management
  • Retirement Planning
  • Sales
  • Sales Management
  • Securities and Exchange Commision (SEC)
  • Staff Supervision
  • Strategy Development
  • Tax Planning
  • 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
  • Avon Sales
  • First Command
  • Morgan Stanley
  • TIAA-CREF
  • Thrivent Financial
  • Capital One
  • AIG
  • Northwestern Mutual
  • First Command Financial Services, Inc.