Personal Financial Advisor Jobs in Minneapolis, MN
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.
Divisional Wealth Management Consultant - Iowa & E. Minneapolis
- Capital Group
- Minneapolis, MN
- 1 day ago
- Minneapolis, MN
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonPWM Private Wealth Advisor Partner
- U.S. Bank National Association
- Minneapolis, MN
- 4 days ago
- Minneapolis, MN
- 4 days ago
Job Description Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM....
In Person- UBS
- Wayzata, MN (13 miles from Minneapolis, MN)
- 6 days ago
- Wayzata, MN (13 miles from Minneapolis, MN)
- 6 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonJob Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Old National Bank
- Maple Grove, MN (14 miles from Minneapolis, MN)
- 12 days ago
- Maple Grove, MN (14 miles from Minneapolis, MN)
- 12 days ago
Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...
In Person- Old National Bank
- White Bear Lake, MN (15 miles from Minneapolis, MN)
- 16 days ago
- White Bear Lake, MN (15 miles from Minneapolis, MN)
- 16 days 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 Person- Beacon Pointe Advisors LLC.
- Saint Paul, MN (9 miles from Minneapolis, MN)
- 27 days ago
- Saint Paul, MN (9 miles from Minneapolis, MN)
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In Person- Boulay
- Eden Prairie, MN (8 miles from Minneapolis, MN)
- 27 days ago
- Eden Prairie, MN (8 miles from Minneapolis, MN)
- 27 days ago
Senior Wealth Advisor On-site Wealth Management Full time Eden Prairie, Minnesota, United States Overview Application Share this job SVGs not supported by this browser....
HybridAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your...
In Person- Associated Trust Company, NA
- Minneapolis, MN
- 27 days ago
- Minneapolis, MN
- 27 days ago
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your...
In PersonInternal Wealth Management Consultant
- RBC Royal Bank
- Minneapolis, MN
- 30+ days ago
- Minneapolis, MN
- 30+ days ago
Provide assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morningstar, AdvisoryLink, RBC Dashboard and the InfoNET....
In PersonSenior Wealth Strategy Associate
- UBS
- Wayzata, MN (13 miles from Minneapolis, MN)
- 30+ days ago
- Wayzata, MN (13 miles from Minneapolis, MN)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- Old National Bank
- Saint Louis Park, MN (4 miles from Minneapolis, MN)
- 30+ days ago
- Saint Louis Park, MN (4 miles from Minneapolis, MN)
- 30+ days ago
Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...
In PersonBilingual Financial Coach (Spanish)
- NFP Corp
- Minneapolis, MN
- 45+ days ago
- Minneapolis, MN
- 45+ days ago
management referrals....
In PersonQualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridDemographic Data for Minneapolis, MN
Moving to Minneapolis, MN? Find some basic demographic data about Minneapolis, MN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Minneapolis, MN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Minneapolis, MN 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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