Personal Financial Advisor Jobs in Bowie, MD
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.
- Washington, DC (17 miles from Bowie, MD)
- 1 day ago
- Washington, DC (17 miles from Bowie, MD)
- 1 day ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Financial Wealth Advisor - Baltimore, MD
- Baltimore, MD (21 miles from Bowie, MD)
- 7 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 7 days ago
Job Description Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts....
Remote WorkFinancial Wealth Advisor - Alexandria, VA
- Alexandria, VA (21 miles from Bowie, MD)
- 9 days ago
- Alexandria, VA (21 miles from Bowie, MD)
- 9 days ago
Job Description Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts....
Remote WorkWealth Advisor - PNC Investments Wealth Advisor - PNC Investments
- McLean, VA (23 miles from Bowie, MD)
- 9 days ago
- McLean, VA (23 miles from Bowie, MD)
- 9 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Baltimore, MD (21 miles from Bowie, MD)
- 10 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 10 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
- Columbia, MD (16 miles from Bowie, MD)
- 13 days ago
- Columbia, MD (16 miles from Bowie, MD)
- 13 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
Commercial Asset Advisor - Midland
- McLean, VA (23 miles from Bowie, MD)
- 20 days ago
- McLean, VA (23 miles from Bowie, MD)
- 20 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Washington, DC (17 miles from Bowie, MD)
- 24 days ago
- Washington, DC (17 miles from Bowie, MD)
- 24 days ago
management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD (21 miles from Bowie, MD)
- 26 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 26 days 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...
Jr. Retirement Specialist- Finance
- Baltimore, MD (21 miles from Bowie, MD)
- 27 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 27 days ago
Assists Retirement & Faculty Benefits Supervisor in the day-to-day coordination, administration and maintenance of various faculty benefit plans such as life and disability insurance, and pension...
- Washington, DC (17 miles from Bowie, MD)
- 30+ days ago
- Washington, DC (17 miles from Bowie, MD)
- 30+ days ago
Trust and Financial Advisor certification (CTFA) within one year of employment required Certified Financial Planning certification highly desired Ability to present situations and resolutions effectively...
- McLean, VA (23 miles from Bowie, MD)
- 60+ days ago
- McLean, VA (23 miles from Bowie, MD)
- 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....
Wealth Advisor - PNC Investments
- Washington, DC (17 miles from Bowie, MD)
- 60+ days ago
- Washington, DC (17 miles from Bowie, MD)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor - PNC Investments
- McLean, VA (23 miles from Bowie, MD)
- 60+ days ago
- McLean, VA (23 miles from Bowie, MD)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management Advisor-Bethesda, MD
- Bethesda, MD (19 miles from Bowie, MD)
- 90+ days ago
- Bethesda, MD (19 miles from Bowie, MD)
- 90+ days 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...
Demographic Data for Bowie, MD
Moving to Bowie, MD? Find some basic demographic data about Bowie, MD below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bowie, MD
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bowie, MD 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
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- 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
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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