Personal Financial Advisor Jobs in Westerville, 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.
- Reynoldsburg, OH (12 miles from Westerville, OH)
- 1 day ago
- Reynoldsburg, OH (12 miles from Westerville, OH)
- 1 day ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
- Columbus, OH (6 miles from Westerville, OH)
- 11 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 11 days ago
Transition service of new clients to the Wealth management team. Support Wealth Advisors and Senior Wealth Advisors in development and execution of financial planning....
Wealth Management Advisor-Worthington, OH
- Worthington, OH (6 miles from Westerville, OH)
- 11 days ago
- Worthington, OH (6 miles from Westerville, OH)
- 11 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....
- Columbus, OH (6 miles from Westerville, OH)
- 16 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 16 days ago
services companies employ talented, compassionate people throughout the organization, truly making German American special....
- Columbus, OH (6 miles from Westerville, OH)
- 16 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 16 days ago
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
- Whitehall, OH (9 miles from Westerville, OH)
- 30+ days ago
- Whitehall, OH (9 miles from Westerville, OH)
- 30+ days ago
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
- Whitehall, OH (9 miles from Westerville, OH)
- 30+ days ago
- Whitehall, OH (9 miles from Westerville, OH)
- 30+ days ago
services companies employ talented, compassionate people throughout the organization, truly making German American special....
Wealth Advisor - PNC Investments
- Columbus, OH (6 miles from Westerville, OH)
- 45+ days ago
- Columbus, OH (6 miles from Westerville, OH)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Dublin, OH (12 miles from Westerville, OH)
- 90+ days ago
- Dublin, OH (12 miles from Westerville, OH)
- 90+ days ago
Category Business Development Description Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services...
Demographic Data for Westerville, OH
Moving to Westerville, OH? Find some basic demographic data about Westerville, OH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Westerville, OH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Westerville, OH 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
- Financial Modeling
- Retirement Planning
- 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
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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