Personal Financial Advisor Jobs in Sarasota, FL

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1-3 of 3 Jobs
Synovus Financial Corp. - Sarasota, FL
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
20 days ago
BMO - Sarasota, FL
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
45+ days ago
Regions - Sarasota, FL
Primary Responsibilities Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate...
45+ days ago

Demographic Data for Sarasota, FL

Moving to Sarasota, FL? Find some basic demographic data about Sarasota, FL below.


232,625
10,689
Large

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Sarasota, FL

This is the average annual salary for Personal Financial Advisor jobs in Sarasota, FL as reported by the BLS.

$122,409

Top Hiring Companies

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Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Sarasota, FL offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.8%)
  • Vocational or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Sarasota, FL
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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