Personal Financial Advisor Jobs in Charlotte, NC
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.
Wealth Advisor Platform Senior Product Manager - FINRA
- Charlotte, NC
- 13 hours ago
- Charlotte, NC
- 13 hours ago
Bachelor's degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....
Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and strategies (e.g., financial plans, investment plans, etc.)....
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Charlotte, NC
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Charlotte, NC 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- BSA
- Retirement Planning
- Financial Modeling
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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