Personal Financial Advisor Jobs in Oaks, PA
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.
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Radnor, PA (5 miles from Oaks, PA)
- 1 day ago
- Radnor, PA (5 miles from Oaks, PA)
- 1 day ago
plans and portfolios for clients....
- Doylestown, PA (20 miles from Oaks, PA)
- 2 days ago
- Doylestown, PA (20 miles from Oaks, PA)
- 2 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management Advisor - PA, Bala Cynwyd (2559)
- Bala Cynwyd, PA (14 miles from Oaks, PA)
- 30+ days ago
- Bala Cynwyd, PA (14 miles from Oaks, PA)
- 30+ days ago
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC)....
- Newtown Square, PA (10 miles from Oaks, PA)
- 90+ days ago
- Newtown Square, PA (10 miles from Oaks, PA)
- 90+ days ago
In-depth knowledge of financial planning, investment strategies, and industry regulations....
- Philadelphia, PA (19 miles from Oaks, PA)
- 45+ days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 45+ days ago
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....
- Exton, PA (11 miles from Oaks, PA)
- 45+ days ago
- Exton, PA (11 miles from Oaks, PA)
- 45+ days ago
using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g....
- West Chester, PA (12 miles from Oaks, PA)
- 60+ days ago
- West Chester, PA (12 miles from Oaks, PA)
- 60+ days ago
MS Office Education Bachelor’s degree FINRA Series 7, 63, 65/66, Certified Financial Planner (CFP) or other industry designation required....
- Philadelphia, PA (19 miles from Oaks, PA)
- 90+ days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 90+ days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
Demographic Data for Oaks, PA
Moving to Oaks, PA? Find some basic demographic data about Oaks, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oaks, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oaks, PA 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
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Sales
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »