Personal Financial Advisor Jobs in Phoenix, 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.
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Remote Work- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 1 day ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 1 day ago
planning concepts, including loans, investments, and protection planning.Develop understanding of estate planning, charitable giving, trusts, and tax management.Pursue continuing education and self-development...
Book Sales Relationship Manager - Wealth Advisors Group
- Tempe, AZ (9 miles from Phoenix, AZ)
- 7 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 7 days ago
The role includes functions such as client onboarding and engagement, proactive communication and outreach, coordination of financial planning and investment services, and ensuring consistent and high-quality...
Based within Wealth Management Department, this position will assume the investment accounts within the $50,000 range, as well as take investment service calls....
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
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...
Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work....
Remote WorkSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Phoenix, AZ
- 30+ days ago
- Phoenix, AZ
- 30+ days ago
plans and portfolios for clients....
Private Wealth Advisor (Scottsdale, AZ, US, 85054)
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ 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....
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....
Financial Advisor - Wealth Management Services
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 60+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 60+ days ago
Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management....
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...
Associate Director, Wealth Advisor
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 60+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 60+ days ago
management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management...
Wealth Management Advisor - Uptown Phoenix
- Glendale, AZ (8 miles from Phoenix, AZ)
- 60+ days ago
- Glendale, AZ (8 miles from Phoenix, AZ)
- 60+ days ago
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 insurance...
management or financial services experience Certified Financial Planner designation is preferred Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing...
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Phoenix, AZ 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
- Mutual Funds
- Financial Planning
- Estate Planning
- Retirement Planning
- Financial Modeling
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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