Personal Financial Advisor Jobs in Michigan
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.
- Old National Bank
- Grand Rapids, MI
- 1 day ago
- Grand Rapids, MI
- 1 day ago
Provide Advice to clients through Financial Planning: Be able to prepare a financial plan to address the client's personal goals and objectives while collaborating with our dedicated financial planning...
In Personmanagement, financial planning, or a relationship-driven advisory role CFP, or other relevant credentials preferred (or willingness to pursue) Strong interpersonal and communication skills with a client-first...
In PersonSenior Retirement Specialist Detroit, MI, USA
- Nationwide Mutual Insurance Company
- Detroit, MI
- 20 days ago
- Detroit, MI
- 20 days ago
Senior Retirement Specialist Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and...
RemoteSenior Portfolio Advisor, Wealth Management
- Northern Trust
- Grand Rapids, MI
- 21 days ago
- Grand Rapids, MI
- 21 days ago
Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of investment solutions....
In PersonPrimary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Focus Financial Partners
- Southfield, MI
- 26 days ago
- Southfield, MI
- 26 days ago
#LI-CB1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
RemoteSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
In PersonWealth Advisor - 4Front Credit Union
- Lplfinancial
- Traverse City, MI
- 45+ days ago
- Traverse City, MI
- 45+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonDemographic Data for Michigan
Moving to Michigan? Find some basic demographic data about Michigan below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Michigan
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Michigan offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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