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.
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Wealth Advisor Platform Senior Product Manager - FINRA
- Richmond, VA
- 10 hours ago
- Richmond, VA
- 10 hours ago
Bachelors degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...
Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires Prepare wealth and financial projections using wealth management...
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Services ****Work Experience**** Roles at this level typically require a university / college degree....
Associate Wealth Advisor, Schwab Wealth Advisory
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
Financial Coach I - Full Time (40-Hours) - North Talent Pool Dayton, OH
- Dayton, OH
- 2 days ago
- Dayton, OH
- 2 days ago
services provider by proactively building member relationships to help meet their financial needs....
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Prospect for new business in the community and introduce them to Tompkins Financial services....
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
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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