Personal Financial Advisor Jobs in Suwanee, GA
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.
- Johns Creek, GA (7 miles from Suwanee, GA)
- 5 days ago
- Johns Creek, GA (7 miles from Suwanee, GA)
- 5 days ago
CFP (CERTIFIED FINANCIAL PLANNER professional) designation or completed Masters or Doctorate Degree in Finance, Financial Planning, or Behavior Finance and be eligible to sit for the CFP exam....
Private Wealth Advisor / Director
- Woodstock, GA (20 miles from Suwanee, GA)
- 30+ days ago
- Woodstock, GA (20 miles from Suwanee, GA)
- 30+ 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....
Retirement Specialist - Gwinnett Retirement System
- Suwanee, GA
- 90+ days ago
- Suwanee, GA
- 90+ days ago
Position Type: Office Professionals/ Retirement Specialist Date Posted: 2/13/2025 Location: Instructional Support Center Date Available: 02/24/2025 Job Code: Retirement Specialist - 030264...
Demographic Data for Suwanee, GA
Moving to Suwanee, GA? Find some basic demographic data about Suwanee, GA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Suwanee, GA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Suwanee, GA 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
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- Mortgage Processing
- 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
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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