Personal Financial Advisor Jobs in Fort Lauderdale, 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.
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 7 days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 7 days ago
planning tools, Microsoft Office, and CRM systems - Prior experience in financial services, insurance sales, or wealth management - Bilingual (Spanish or another language) is a plus - Strong local...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ 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....
Wealth Advisor III - Palm Beach / Boca Raton
- Fort Lauderdale, FL
- 90+ days ago
- Fort Lauderdale, 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....
Knowledge, Skills & Abilities Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts....
Senior Wealth Advisor SAFE Act - Boca & Coral Springs
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 90+ days ago
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 90+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
Senior Wealth Advisor SAFE Act - Miami
- Miami Beach, FL (24 miles from Fort Lauderdale, FL)
- 90+ days ago
- Miami Beach, FL (24 miles from Fort Lauderdale, FL)
- 90+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
Demographic Data for Fort Lauderdale, FL
Moving to Fort Lauderdale, FL? Find some basic demographic data about Fort Lauderdale, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fort Lauderdale, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fort Lauderdale, 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
- 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
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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