Personal Financial Advisor Jobs in Westminster, CO
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.
Private Wealth Advisor / Director
- Denver, CO (14 miles from Westminster, CO)
- 1 day ago
- Denver, CO (14 miles from Westminster, CO)
- 1 day ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Fifth Third Wealth Advisors Managing Director
- Denver, CO (14 miles from Westminster, CO)
- 3 days ago
- Denver, CO (14 miles from Westminster, CO)
- 3 days ago
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Minimum of 10 years' experience in financial services, with progressive assignments, including being responsible for a defined book of business, pipeline...
- Denver, CO (14 miles from Westminster, CO)
- 5 days ago
- Denver, CO (14 miles from Westminster, CO)
- 5 days ago
Senior Wealth Advisor Wealth Management Portland,Oregon Boise,Idaho Bellevue,Washington Vancouver,Washington Seattle,Washington Tacoma,Washington Sacramento,California Henderson,Nevada Scottsdale,Arizona...
Wealth Advisor, Schwab Wealth Advisory
- Lone Tree, CO (22 miles from Westminster, CO)
- 5 days ago
- Lone Tree, CO (22 miles from Westminster, CO)
- 5 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
- Denver, CO (14 miles from Westminster, CO)
- 7 days ago
- Denver, CO (14 miles from Westminster, CO)
- 7 days ago
Job Details Job Location: Denver CO - Denver, CO Salary Range: $75000.00 - $90000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over...
Fifth Third Wealth Advisors Managing Director
- Lakewood, CO (14 miles from Westminster, CO)
- 7 days ago
- Lakewood, CO (14 miles from Westminster, CO)
- 7 days ago
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Minimum of 10 years' experience in financial services, with progressive assignments, including being responsible for a defined book of business, pipeline...
- Denver, CO (14 miles from Westminster, CO)
- 10 days ago
- Denver, CO (14 miles from Westminster, CO)
- 10 days ago
Financial Planner (CFP) designation required....
Sr. Manager, Wealth Advisor Schwab Wealth Advisory
- Lone Tree, CO (22 miles from Westminster, CO)
- 20 days ago
- Lone Tree, CO (22 miles from Westminster, CO)
- 20 days ago
plans and portfolios for clients....
- Boulder, CO (17 miles from Westminster, CO)
- 21 days ago
- Boulder, CO (17 miles from Westminster, CO)
- 21 days ago
Financial Planner (CFP) designation required....
- Denver, CO (14 miles from Westminster, CO)
- 30+ days ago
- Denver, CO (14 miles from Westminster, CO)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Denver, CO (14 miles from Westminster, CO)
- 90+ days ago
- Denver, CO (14 miles from Westminster, CO)
- 90+ days ago
Financial Planner (CFP) designation required....
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
- Denver, CO (14 miles from Westminster, CO)
- 90+ days ago
- Denver, CO (14 miles from Westminster, CO)
- 90+ days ago
Responsibilities Selling financial products and services to clients for investment purposes including mutual funds, insurance, SMAs, alternatives, and annuity products Building a pipeline of mass affluent...
Demographic Data for Westminster, CO
Moving to Westminster, CO? Find some basic demographic data about Westminster, CO below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Westminster, CO
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Westminster, CO 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Capital Markets
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- 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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