Personal Financial Advisor Jobs in Miami, 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 Management Advisor- Coral Gables, FL
- Coral Gables, FL (5 miles from Miami, FL)
- 7 hours ago
- Coral Gables, FL (5 miles from Miami, FL)
- 7 hours 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...
Senior Wealth Strategy Associate
- Coral Gables, FL (5 miles from Miami, FL)
- 2 days ago
- Coral Gables, FL (5 miles from Miami, FL)
- 2 days ago
Were looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business...
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
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....
- Coral Gables, FL (5 miles from Miami, FL)
- 11 days ago
- Coral Gables, FL (5 miles from Miami, FL)
- 11 days ago
that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...
Private Wealth Management Wealth Advisor
- Coral Gables, FL (5 miles from Miami, FL)
- 15 days ago
- Coral Gables, FL (5 miles from Miami, FL)
- 15 days ago
Requirements Bachelor's degree and three (3) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management Or High School Diploma...
Qualifications 8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management....
Private Wealth Advisor III or IV
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 24 days ago
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 24 days ago
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily...
Wealth Advisor III - Palm Beach / Boca Raton
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 60+ days ago
- Fort Lauderdale, FL (24 miles from Miami, 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....
Senior Financial Planning Consultant - Miami, FL
- Coral Gables, FL (5 miles from Miami, FL)
- 30+ days ago
- Coral Gables, FL (5 miles from Miami, FL)
- 30+ days ago
Certified Financial Planner required. Series 7 required. Series 63, 65 and/or 66 as required by state....
VP, Wealth Advisor- Trust & Wealth
- Ft Lauderdale, FL (24 miles from Miami, FL)
- 45+ days ago
- Ft Lauderdale, FL (24 miles from Miami, FL)
- 45+ days ago
Experience with Money Guide or other Financial Planning tools, preferred. Professional designation (i.e., CTFA, CFP®), preferred....
Senior Wealth Advisor SAFE Act - Miami
- Miami Beach, FL (3 miles from Miami, FL)
- 90+ days ago
- Miami Beach, FL (3 miles from Miami, 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...
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 90+ days ago
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 90+ days ago
and Wealth Management....
Demographic Data for Miami, FL
Moving to Miami, FL? Find some basic demographic data about Miami, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Miami, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Miami, 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Capital Markets
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- 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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