Personal Financial Advisor Jobs in Wilmington, DE
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.
Divisional Wealth Management Consultant - Philadelphia & D.C.
- Capital Group
- Philadelphia, PA (24 miles from Wilmington, DE)
- 1 day ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 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 Person- Accenture
- Philadelphia, PA (24 miles from Wilmington, DE)
- 7 days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Mercer Advisors
- Radnor, PA (24 miles from Wilmington, DE)
- 28 days ago
- Radnor, PA (24 miles from Wilmington, DE)
- 28 days ago
Financial Planner (CFP) designation required....
HybridJ.P. Morgan Advisors Wealth Advisor Development Associate - Philadelphia, PA
- JP Morgan
- Philadelphia, PA (24 miles from Wilmington, DE)
- 30+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 30+ days ago
Are you looking to be the next ultra-high net financial advisor? Check out our Wealth Advisor Development Associate program. Posting Description When you join JPMorgan Chase & Co. you will have...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Philly region
- Empower
- Philadelphia, PA (24 miles from Wilmington, DE)
- 30+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 30+ days ago
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills...
Hybrid- The Prosperity Consulting Group, LLC
- Philadelphia, PA (24 miles from Wilmington, DE)
- 45+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 45+ days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
HybridTax Advisor, Wealth Management
- Brown Brothers Harriman
- Philadelphia, PA (24 miles from Wilmington, DE)
- 60+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 60+ days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonSenior Retirement Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Philadelphia, PA (24 miles from Wilmington, DE)
- 60+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 60+ days ago
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform....
Hybrid- Vanguard
- Malvern, PA (22 miles from Wilmington, DE)
- 60+ days ago
- Malvern, PA (22 miles from Wilmington, DE)
- 60+ days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance?...
In PersonSenior Wealth Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, taxaware strategies, and estate considerations to protect clients' assets and incomes....
In PersonFinancial Planning Consultant - Devon, PA
- Raymond James
- Devon, PA (22 miles from Wilmington, DE)
- 90+ days ago
- Devon, PA (22 miles from Wilmington, DE)
- 90+ days ago
Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals....
In Person- Truist Financial Corporation
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In Person- Truist Financial Corporation
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
- Philadelphia, PA (24 miles from Wilmington, DE)
- 90+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Wilmington, DE
- 90+ days ago
- Wilmington, DE
- 90+ days ago
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA....
In PersonDemographic Data for Wilmington, DE
Moving to Wilmington, DE? Find some basic demographic data about Wilmington, DE below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Wilmington, DE
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Wilmington, DE 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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Here are some other career titles that require similar skills
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