Personal Financial Advisor Jobs
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
Private Wealth Advisor / Relationship Manager
- Minneapolis, MN
- 10 hours ago
- Minneapolis, MN
- 10 hours ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth knowledge of Bank products, services and capabilities....
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding + Extensive knowledge of the securities industry, including investment and...
Financial Planner (CFP) or Personal Financial Planner (PFP) designation Financial Planning experience working with HNW clients Meticulous attention to detail and strong problem solving and analytical...
Wealth Advisor - Texas Dow Employee Credit Union
- The Woodlands, TX
- 19 hours ago
- The Woodlands, TX
- 19 hours ago
The Investment Program at Texas Dow Employee Credit Union supports the local community with a complete menu of financial services....
This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors....
Resilience & Goal Orientation A career in financial services involves both challenge and reward....
Remote WorkLPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team....
management or financial planning Proven experience advising high-net-worth individuals Strong knowledge of tax, estate, and retirement planning Confident communicator with strong client presentation...
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
About the Role A respected financial institution is seeking a Wealth Advisor to join its collaborative wealth management team....
Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9....
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs Nationwide
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
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