Personal Financial Advisor Jobs in Florida

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.

1-15 of 31 Jobs

Wealth Management Advisor

  • Miami, FL
  • 2 days ago
  • Miami, FL
  • 2 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...

Private Wealth Management Wealth Advisor

  • Miramar Beach, FL
  • 4 days ago
  • Miramar Beach, FL
  • 4 days ago

unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....

Private Wealth Advisor IV

  • Pensacola, FL
  • 4 days ago
  • Pensacola, FL
  • 4 days ago

They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....

Wealth Advisor

  • Palm Beach Gardens, FL
  • 8 days ago
  • Palm Beach Gardens, FL
  • 8 days ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Wealth Advisor, Schwab Wealth Advisory

  • Orlando, FL
  • 11 days ago
  • Orlando, FL
  • 11 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

  • Orlando, FL
  • 11 days ago
  • Orlando, FL
  • 11 days ago

plans and portfolios for clients....

Wealth Advisor - Community First Credit Union of Florida

  • Jacksonville, FL
  • 12 days ago
  • Jacksonville, FL
  • 12 days ago

The Investment Program at Community First Credit Union of Florida supports the local community with a complete menu of financial services....

Wealth Management Advisor Senior

  • Coral Gables, FL
  • 14 days ago
  • Coral Gables, FL
  • 14 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 - Sarasota & Manatee Markets (Sarasota Homebase)

  • Sarasota, FL
  • 14 days ago
  • Sarasota, FL
  • 14 days ago

Certified Financial Planner (CFP) Certification Series 7 licensing Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local...

International Wealth Advisor II

  • Miami, FL
  • 14 days ago
  • Miami, FL
  • 14 days ago

A sound working knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank...

Private Wealth Advisor / Director

  • West Palm Beach, FL
  • 20 days ago
  • West Palm Beach, FL
  • 20 days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Financial Planning Consultant II

  • Saint Petersburg, FL
  • 23 days ago
  • Saint Petersburg, FL
  • 23 days ago

Certified Financial Planner (CFP) designation or ability to obtain within one (1) years....

Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients

  • Orlando, FL
  • 25 days ago
  • Orlando, FL
  • 25 days ago

Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....

Sr Private Wealth Advisor

  • West Palm Beach, FL
  • 25 days ago
  • West Palm Beach, FL
  • 25 days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Advisor, Wealth Management and Retirement Plans

  • Jacksonville, FL
  • 25 days ago
  • Jacksonville, FL
  • 25 days ago

This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors....

Demographic Data for Florida

Moving to Florida? Find some basic demographic data about Florida below.


Local
National
21,536,064
615,315

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Florida

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

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



Highest Education Level

Personal Financial Advisors in Florida offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Florida
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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