Personal Financial Advisor Jobs in Saint Louis, MO
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 - Madison & NW Illinois
- Capital Group
- Madison, IL (3 miles from Saint Louis, MO)
- 1 day ago
- Madison, IL (3 miles from Saint Louis, MO)
- 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 PersonJob Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Beacon Pointe Advisors LLC.
- Saint Louis, MO
- 27 days ago
- Saint Louis, MO
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonWealth Management Consultant Commerce Trust
- Commerce Bank
- Clayton, MO (7 miles from Saint Louis, MO)
- 90+ days ago
- Clayton, MO (7 miles from Saint Louis, MO)
- 90+ days ago
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private...
In PersonFinancial Coach -United for Families Program
- Helping People - United Way of Greater St. Louis
- Saint Louis, MO
- 90+ days ago
- Saint Louis, MO
- 90+ days ago
At United Way of Greater St. Louis, we unite people and organizations to tackle the most critical challenges facing our community. Through collaborative efforts, we're transforming our region into...
HybridWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Saint Louis, MO
- 90+ days ago
- Saint Louis, MO
- 90+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Saint Louis, MO
Moving to Saint Louis, MO? Find some basic demographic data about Saint Louis, MO below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Saint Louis, MO
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Saint Louis, MO 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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