Personal Financial Advisor Jobs in Avondale, AZ
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.
- HireNexus
- Phoenix, AZ (15 miles from Avondale, AZ)
- 10 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 10 days ago
management experience Certified Financial Planner (CFP) or other relevant designations required Knowledge of eMoney or other financial planning software Familiarity with Salesforce and Tamarac, our...
In PersonWealth Advisor, Schwab Wealth Advisory Phoenix, AZ, USA
- Charles Schwab
- Phoenix, AZ (15 miles from Avondale, AZ)
- 20 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 20 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory Phoenix, AZ, USA
- Charles Schwab
- Phoenix, AZ (15 miles from Avondale, AZ)
- 20 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 20 days ago
plans and portfolios for clients....
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
plans and portfolios for clients....
In Person- HireNexus
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 22 days ago
management experience Certified Financial Planner (CFP) or other relevant designations required Knowledge of eMoney or other financial planning software Familiarity with Salesforce and Tamarac, our...
In Person- Sequoia Financial Group
- Phoenix, AZ (15 miles from Avondale, AZ)
- 30+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 30+ days ago
Assist with or lead in the collection of financial planning data from prospective clients....
In Person- Brookwood Investment Group, LLC
- Phoenix, AZ (15 miles from Avondale, AZ)
- 30+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 30+ days ago
regular client meetings and reviews to assess goals, risk tolerance, and progress; present clear, actionable recommendations.Develop and implement tailored wealth management strategies and financial...
HybridWealth Advisor - Hightower Signature Wealth
- Hightower
- Phoenix, AZ (15 miles from Avondale, AZ)
- 60+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 60+ days ago
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Phoenix, AZ (15 miles from Avondale, AZ)
- 60+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonFinancial Wealth Advisor - Phoenix, AZ
- Corebridge Financial Inc.
- Phoenix, AZ (15 miles from Avondale, AZ)
- 90+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 90+ days ago
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
In Person- BOK Financial Corp.
- Phoenix, AZ (15 miles from Avondale, AZ)
- 90+ days ago
- Phoenix, AZ (15 miles from Avondale, AZ)
- 90+ days ago
Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives....
In PersonDemographic Data for Avondale, AZ
Moving to Avondale, AZ? Find some basic demographic data about Avondale, AZ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Avondale, AZ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Avondale, AZ 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
Other Career Titles
Here are some other career titles that require similar skills
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