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.
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...
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
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...
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...
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....
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...
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...
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
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....
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.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Florida
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Florida 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
- BSA
- Retirement Planning
- Financial Modeling
- Relationship Management
- Accruals
- Wealth Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- 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
- Reporting
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- 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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