Personal Financial Advisor Jobs in Valley Forge, 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.
- Warrington, PA (20 miles from Valley Forge, PA)
- 1 day ago
- Warrington, PA (20 miles from Valley Forge, PA)
- 1 day ago
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow...
Wealth Advisor, Schwab Wealth Advisory
- Radnor, PA (4 miles from Valley Forge, PA)
- 11 days ago
- Radnor, PA (4 miles from Valley Forge, PA)
- 11 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...
- Doylestown, PA (22 miles from Valley Forge, PA)
- 30+ days ago
- Doylestown, PA (22 miles from Valley Forge, PA)
- 30+ 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 Valley Forge, PA)
- 60+ days ago
- Bala Cynwyd, PA (14 miles from Valley Forge, PA)
- 60+ days ago
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC)....
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- Philadelphia, PA (19 miles from Valley Forge, PA)
- 60+ days ago
- Philadelphia, PA (19 miles from Valley Forge, PA)
- 60+ 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 (9 miles from Valley Forge, PA)
- 60+ days ago
- Exton, PA (9 miles from Valley Forge, PA)
- 60+ 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 (10 miles from Valley Forge, PA)
- 90+ days ago
- West Chester, PA (10 miles from Valley Forge, PA)
- 90+ days ago
MS Office Education Bachelor’s degree FINRA Series 7, 63, 65/66, Certified Financial Planner (CFP) or other industry designation required....
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Valley Forge, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Valley Forge, PA 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
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Reimbursement
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- 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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