Personal Financial Advisor Jobs in Crowley, TX
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.
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
- Fort Worth, TX (11 miles from Crowley, TX)
- 4 days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 4 days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
- Fort Worth, TX (11 miles from Crowley, TX)
- 25 days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 25 days ago
planning using e-Money Provide comprehensive financial advice: You will determine what level of financial plan and support is needed for each client and adjust their level of service accordingly....
- Fort Worth, TX (11 miles from Crowley, TX)
- 27 days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 27 days ago
Kingdom Advisor (CKA) or Certified Financial Planner (CFP) certification ideal, but not required - Proven ability to develop and retain long-term client relationships - Strong knowledge of investment...
- Arlington, TX (15 miles from Crowley, TX)
- 27 days ago
- Arlington, TX (15 miles from Crowley, TX)
- 27 days ago
Kingdom Advisor (CKA) or Certified Financial Planner (CFP) certification ideal, but not required - Proven ability to develop and retain long-term client relationships - Strong knowledge of investment...
National Branch Financial Planning Advisor
- Fort Worth, TX (11 miles from Crowley, TX)
- 29 days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 29 days ago
Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred....
Wealth Advisor - PNC Investments
- Fort Worth, TX (11 miles from Crowley, TX)
- 30+ days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor III - Dallas / Fort Worth
- Fort Worth, TX (11 miles from Crowley, TX)
- 90+ days ago
- Fort Worth, TX (11 miles from Crowley, TX)
- 90+ 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....
Demographic Data for Crowley, TX
Moving to Crowley, TX? Find some basic demographic data about Crowley, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Crowley, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Crowley, TX 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
- 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
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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