Personal Financial Advisor Jobs in Mound, 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.
- Albertville, MN (21 miles from Mound, MN)
- 13 days ago
- Albertville, MN (21 miles from Mound, MN)
- 13 days ago
. + Review of client accounts (investments and overall asset allocation) and making appropriate recommendations to the Investment Portfolio Manager, if applicable. + Knowing and following current Trust...
Wealth Management Advisor - Minnesota
- Minneapolis, MN (19 miles from Mound, MN)
- 21 days ago
- Minneapolis, MN (19 miles from Mound, MN)
- 21 days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
Private Wealth Advisor / Relationship Manager
- Minneapolis, MN (19 miles from Mound, MN)
- 23 days ago
- Minneapolis, MN (19 miles from Mound, MN)
- 23 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth knowledge of Bank products, services and capabilities....
Senior Wealth Strategy Associate
- Wayzata, MN (6 miles from Mound, MN)
- 29 days ago
- Wayzata, MN (6 miles from Mound, MN)
- 29 days ago
Were looking for a Senior Wealth Strategy Associate to: • collaborate with the Team to prepare financial plans, asset allocation, and portfolio reviews • research investment management solutions to...
Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients
- Minneapolis, MN (19 miles from Mound, MN)
- 45+ days ago
- Minneapolis, MN (19 miles from Mound, MN)
- 45+ days ago
Wealth advisors will be responsible for delivering comprehensive, holistic, financial services....
- St Louis Park, MN (16 miles from Mound, MN)
- 90+ days ago
- St Louis Park, MN (16 miles from Mound, MN)
- 90+ 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...
- Minneapolis, MN (19 miles from Mound, MN)
- 90+ days ago
- Minneapolis, MN (19 miles from Mound, MN)
- 90+ days ago
Learn more at www.Bernstein.com OUR BUSINESS BERNSTEIN PRIVATE WEALTH MANAGEMENT In a world where most investment managers look alike, Bernstein Private Wealth Management is a firm like no other....
Demographic Data for Mound, MN
Moving to Mound, MN? Find some basic demographic data about Mound, MN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Mound, MN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Mound, MN 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
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Reimbursement
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Reporting
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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