Personal Financial Advisor Jobs in Sun City West, 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.
Sr. Retirement Specialist - Phoenix Metro Area
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 22 hours ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 22 hours ago
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- Phoenix, AZ (22 miles from Sun City West, AZ)
- 8 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 8 days ago
Based within Wealth Management Department, this position will assume the investment accounts within the $50,000 range, as well as take investment service calls....
Wealth Management Advisor - Phoenix, AZ
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 16 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 16 days ago
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...
Associate Wealth Advisor, Schwab Wealth Advisory
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 20 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 20 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 Wealth Advisor - Phoenix, AZ
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 22 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 22 days ago
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 (22 miles from Sun City West, AZ)
- 30+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 30+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 60+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 60+ 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...
Wealth Management Advisor - Uptown Phoenix
- Glendale, AZ (13 miles from Sun City West, AZ)
- 60+ days ago
- Glendale, AZ (13 miles from Sun City West, 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...
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
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...
Wealth Advisor - PNC Investments
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Senior Wealth Advisor - Wealth Advisory - Phoenix
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 90+ days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
Demographic Data for Sun City West, AZ
Moving to Sun City West, AZ? Find some basic demographic data about Sun City West, AZ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sun City West, AZ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sun City West, 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
- Financial Modeling
- Retirement Planning
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Due Diligence
- Risk Analysis
- 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
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »