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.
Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions....
In Person- Univest Financial Corporation
- King of Prussia, PA
- 9 hours ago
- King of Prussia, PA
- 9 hours ago
Overview At Girard, we believe wealth management is about more than numbers, it’s about people, trust, and helping clients make confident decisions for the future....
HybridWealth Advisor - Franklin Square / Islandia- Brooklyn
- Citizens Bank
- Franklin Square, NY
- 10 hours ago
- Franklin Square, NY
- 10 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonFinancial Planning Consultant - Smithfield, RI
- Fidelity Investments
- Cranston, RI
- 10 hours ago
- Cranston, RI
- 10 hours ago
The Expertise Were Looking For FINRA Series 7 required FINRA Series 63 and 65 or Series 66 licensed Insurance license within 90 days of hire Certified Financial Planner (CFP) preferred Minimum of 5...
In PersonFinancial Planning Consultant - Smithfield, RI
- Fidelity
- Smithfield, RI
- 10 hours ago
- Smithfield, RI
- 10 hours ago
The Expertise Were Looking For FINRA Series 7 required FINRA Series 63 and 65 or Series 66 licensed Insurance license within 90 days of hire Certified Financial Planner (CFP) preferred Minimum of 5...
In PersonWealth Management Consultant WM Client Solutions
- ScotiaBank
- Edmonton, AB
- 11 hours ago
- Edmonton, AB
- 11 hours ago
The incumbent serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM), and actively pursues wealth management opportunities among existing clients...
In PersonRequires three years of experience related to financial planning, coaching, or consulting. Credit union experience is preferred....
In PersonDivisional Wealth Management Consultant - San Fernando/Sacramento/Reno
- Capital Group
- Sacramento, CA
- 1 day ago
- Sacramento, CA
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - New Jersey & Delaware
- Capital Group
- Delaware, NJ
- 1 day ago
- Delaware, NJ
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - Philadelphia & D.C.
- Capital Group
- Philadelphia, PA
- 1 day ago
- Philadelphia, PA
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - NYC & Long Island
- Capital Group
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - N. Texas, Oklahoma, W. Kansas
- Capital Group
- Kansas, OK
- 1 day ago
- Kansas, OK
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - Madison & NW Illinois
- Capital Group
- Madison, IL
- 1 day ago
- Madison, IL
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - Raleigh, Southern Virginia, Tri-Cities
- Capital Group
- Raleigh, NC
- 1 day ago
- Raleigh, NC
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - Albany/Vermont/Maine/New Hampshire
- Capital Group
- Albany, VT
- 1 day ago
- Albany, VT
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonPersonal 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
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
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