Personal Financial Advisor Jobs in Altamonte Springs, FL
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.
Wealth Advisor, Schwab Wealth Advisory
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 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...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 3 days ago
plans and portfolios for clients....
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 17 days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 17 days ago
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 30+ days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 30+ days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
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- Orlando, FL (8 miles from Altamonte Springs, FL)
- 90+ days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 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....
Senior Wealth Advisor - Wealth Advisory - Orlando, FL
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 90+ days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 90+ days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 90+ days ago
- Orlando, FL (8 miles from Altamonte Springs, FL)
- 90+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
Demographic Data for Altamonte Springs, FL
Moving to Altamonte Springs, FL? Find some basic demographic data about Altamonte Springs, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Altamonte Springs, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Altamonte Springs, FL 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
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- 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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