Personal Financial Advisor Jobs in Hollywood, 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 (17 miles from Hollywood, FL)
- 9 days ago
- Miami, FL (17 miles from Hollywood, FL)
- 9 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...
Wealth Management Advisor Senior
- Coral Gables, FL (22 miles from Hollywood, FL)
- 20 days ago
- Coral Gables, FL (22 miles from Hollywood, FL)
- 20 days ago
The Senior Wealth Management Advisor (SWMA) is responsible for managing a book of business of High Net Worth and Ultra High Net Worth customers (usually $5MM and above)....
Wealth Advisor - PNC Investments
- Fort Lauderdale, FL (7 miles from Hollywood, FL)
- 45+ days ago
- Fort Lauderdale, FL (7 miles from Hollywood, FL)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management Advisor- Coral Gables, FL
- Coral Gables, FL (22 miles from Hollywood, FL)
- 60+ days ago
- Coral Gables, FL (22 miles from Hollywood, FL)
- 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...
- Miami, FL (17 miles from Hollywood, FL)
- 60+ days ago
- Miami, FL (17 miles from Hollywood, FL)
- 60+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
- Miami, FL (17 miles from Hollywood, FL)
- 60+ days ago
- Miami, FL (17 miles from Hollywood, 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 (7 miles from Hollywood, FL)
- 90+ days ago
- Fort Lauderdale, FL (7 miles from Hollywood, 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....
VP, Wealth Advisor- Trust & Wealth
- Ft Lauderdale, FL (7 miles from Hollywood, FL)
- 90+ days ago
- Ft Lauderdale, FL (7 miles from Hollywood, FL)
- 90+ days ago
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 (23 miles from Hollywood, FL)
- 90+ days ago
- Boca Raton, FL (23 miles from Hollywood, 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 (17 miles from Hollywood, FL)
- 90+ days ago
- Miami Beach, FL (17 miles from Hollywood, 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 Hollywood, FL
Moving to Hollywood, FL? Find some basic demographic data about Hollywood, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Hollywood, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Hollywood, 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
- E-Verify
- 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
- Policy Development
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »