Personal Financial Advisor Jobs in Aventura, 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.
- Accenture
- Miami, FL (12 miles from Aventura, FL)
- 7 days ago
- Miami, FL (12 miles from Aventura, FL)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonSenior Wealth Strategy Associate
- UBS
- Coral Gables, FL (17 miles from Aventura, FL)
- 7 days ago
- Coral Gables, FL (17 miles from Aventura, FL)
- 7 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- Beacon Pointe Advisors LLC.
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 27 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonWealth Advisor - Miami Beach / Brickell, FL
- Citizens Financial Group, Inc.
- Miami Beach, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami Beach, FL (12 miles from Aventura, FL)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Miami Beach / Brickell, FL
- Citizens Bank
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- BMO (Bank of Montreal)
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
Certified Financial Planner is preferred. Experience dealing with HNW clients and equivalent knowledge base. Broad knowledge of all facets of wealth management....
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Florida region
- Empower
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridWealth Advisor - Legal Specialty Group
- Truist
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
Solid understanding of wealth management and financial planning considerations for high-net-worth individuals and wealth families. 9....
In PersonSenior Wealth Advisor SAFE Act
- Citigroup
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States --...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 60+ days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Wealth Management
- PNC
- Coral Gables, FL (17 miles from Aventura, FL)
- 60+ days ago
- Coral Gables, FL (17 miles from Aventura, FL)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Aprio
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 90+ days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 90+ days ago
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
Hybrid- Truist
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 90+ days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 90+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
In PersonAsset & Wealth Management, Private Wealth Advisor, Associate, Miami
- Goldman Sachs
- Miami, FL (12 miles from Aventura, FL)
- 90+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 90+ days ago
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net...
In PersonDemographic Data for Aventura, FL
Moving to Aventura, FL? Find some basic demographic data about Aventura, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Aventura, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Aventura, FL 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
Other Career Titles
Here are some other career titles that require similar skills
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