Personal Financial Advisor Jobs in White Marsh, 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.
Financial Wealth Advisor - Baltimore, MD
- Baltimore, MD (13 miles from White Marsh, MD)
- 7 days ago
- Baltimore, MD (13 miles from White Marsh, 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 Work- Baltimore, MD (13 miles from White Marsh, MD)
- 10 days ago
- Baltimore, MD (13 miles from White Marsh, 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...
- Hunt Valley, MD (15 miles from White Marsh, MD)
- 12 days ago
- Hunt Valley, MD (15 miles from White Marsh, MD)
- 12 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...
Wealth Management Advisor-Baltimore, MD, Annapolis, MD
- Baltimore, MD (13 miles from White Marsh, MD)
- 25 days ago
- Baltimore, MD (13 miles from White Marsh, MD)
- 25 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 (13 miles from White Marsh, MD)
- 27 days ago
- Baltimore, MD (13 miles from White Marsh, 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...
Senior Wealth Strategy Associate
- Hunt Valley, MD (15 miles from White Marsh, MD)
- 45+ days ago
- Hunt Valley, MD (15 miles from White Marsh, MD)
- 45+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Demographic Data for White Marsh, MD
Moving to White Marsh, MD? Find some basic demographic data about White Marsh, MD below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in White Marsh, MD
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in White Marsh, 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
- Accounting
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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