Personal Financial Advisor Jobs in Cleveland, OH
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.
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonVirtual Wealth Advisor - Fairlawn, OH
- Citizens Bank
- Fairlawn, OH (23 miles from Cleveland, OH)
- 19 days ago
- Fairlawn, OH (23 miles from Cleveland, OH)
- 19 days ago
The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
In PersonSr. Manager, Wealth Advisor- Schwab Wealth Advisory Westlake, OH, USA
- Charles Schwab
- Westlake, OH (12 miles from Cleveland, OH)
- 27 days ago
- Westlake, OH (12 miles from Cleveland, OH)
- 27 days ago
plans and portfolios for clients....
In Person- NFP Corp
- Independence, OH (7 miles from Cleveland, OH)
- 45+ days ago
- Independence, OH (7 miles from Cleveland, OH)
- 45+ days ago
This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net-worth clients and their families....
In PersonWealth Advisor - University Heights, OH
- Citizens Bank
- University Heights, OH (7 miles from Cleveland, OH)
- 60+ days ago
- University Heights, OH (7 miles from Cleveland, OH)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor Boca Raton or Ft. Lauderdale, FL
- Sequoia Financial Group
- Mayfield Heights, OH (11 miles from Cleveland, OH)
- 60+ days ago
- Mayfield Heights, OH (11 miles from Cleveland, OH)
- 60+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
In Person- National Financial Partners Corp.
- Cleveland, OH
- 90+ days ago
- Cleveland, OH
- 90+ days ago
This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Cleveland, OH
- 90+ days ago
- Cleveland, OH
- 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 Cleveland, OH
Moving to Cleveland, OH? Find some basic demographic data about Cleveland, OH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cleveland, OH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Cleveland, OH 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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