Personal Financial Advisor Jobs in Washington Navy Yard, DC
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.
Trust and Financial Advisor certification (CTFA) within one year of employment required Certified Financial Planning certification highly desired Ability to present situations and resolutions effectively...
UHR Benefits and Retirement Specialist
- College Park, MD (9 miles from Washington Navy Yard, DC)
- 14 days ago
- College Park, MD (9 miles from Washington Navy Yard, DC)
- 14 days ago
Summary The UHR Benefits and Retirement Specialist within University Human Resources plays a critical role in delivering comprehensive benefits guidance and support to university faculty and...
management experience required -Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment -Certified Financial Planning certification highly desired...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor - PNC Investments
- McLean, VA (7 miles from Washington Navy Yard, DC)
- 45+ days ago
- McLean, VA (7 miles from Washington Navy Yard, DC)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor - VWG Wealth Management
- Vienna, VA (9 miles from Washington Navy Yard, DC)
- 45+ days ago
- Vienna, VA (9 miles from Washington Navy Yard, DC)
- 45+ days ago
VWG Wealth Management is an affiliate of Hightower Advisors....
Wealth Management Advisor-Bethesda, MD
- Bethesda, MD (6 miles from Washington Navy Yard, DC)
- 60+ days ago
- Bethesda, MD (6 miles from Washington Navy Yard, DC)
- 60+ 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...
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Washington Navy Yard, DC
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Washington Navy Yard, DC 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
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