Personal Financial Advisor Jobs in Ohio
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 Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....
Minimum of 5-7 years of successful sales/client service experience in financial services industry....
Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients....
Experience in a sales call center environment preferred, as well as financial services background. Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products....
Remote WorkFinancial Coach I - Full-Time (40 hours) - Central Talent Pool
- Fairborn, OH
- 15 days ago
- Fairborn, OH
- 15 days ago
The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member...
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Wealth Management Advisor Full Time Bowling Green, OH, US +6 More Locations Yesterday Requisition ID: 1124 In-person opportunities available across State Bank footprint....
Wealth Advisor Cincinnati, OH 45249 Posted: 03/11/2025 Employment Type: Direct Hire Industry: Wealth Management Job Number: 14651 Pay Rate: 50,000 Job Description Wealth Advisor trak group is working...
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
Intern - Private Wealth Management/Advisor Consulting
- Dublin, OH
- 45+ days ago
- Dublin, OH
- 45+ days ago
Strong interest in investments, sales, and marketing within the financial services industry....
plans Your expertise: • Must have active series 7 and 66 licenses • ideally 3-5 years of experience in client service, within the finance sector • Bachelors degree or equivalent, focusing on Finance...
planning options to clients Experience in banking or financial services is preferred Bachelors degree in Business or other related field of study Demonstrated commitment to professional development...
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 Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Ohio
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Ohio 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Lending
- Financial Services
- Mortgage Processing
- Quantitative Analysis
- Client Relationships
- Portfolio Management
- Risk Analysis
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Regulations
- Sales
- Policy Development
- Problem Solving
- Teamwork
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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