Personal Financial Advisor Jobs in Farmers Branch, 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.
- Plano, TX (13 miles from Farmers Branch, TX)
- 14 days ago
- Plano, TX (13 miles from Farmers Branch, TX)
- 14 days ago
financial planning software, CRM and portfolio management systems....
- Dallas, TX (11 miles from Farmers Branch, TX)
- 22 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 22 days ago
management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...
Multifamily Asset Management Advisor
- Plano, TX (13 miles from Farmers Branch, TX)
- 27 days ago
- Plano, TX (13 miles from Farmers Branch, TX)
- 27 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Sr. Charitable Estate Planning Advisor
- Dallas, TX (11 miles from Farmers Branch, TX)
- 27 days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 27 days ago
Overview Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome todays biggest health challenges and accelerate this...
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- Grapevine, TX (9 miles from Farmers Branch, TX)
- 30+ days ago
- Grapevine, TX (9 miles from Farmers Branch, TX)
- 30+ 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...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 30+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 30+ 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...
Wealth Advisor - PNC Investments
- Dallas, TX (11 miles from Farmers Branch, TX)
- 30+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Senior Wealth Strategy Associate
- Dallas, TX (11 miles from Farmers Branch, TX)
- 45+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 45+ days ago
repeatedly in client and potential client meetings • assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset...
- Dallas, TX (11 miles from Farmers Branch, TX)
- 45+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 45+ days ago
and Wealth Management....
- Plano, TX (13 miles from Farmers Branch, TX)
- 45+ days ago
- Plano, TX (13 miles from Farmers Branch, TX)
- 45+ days ago
The position offers growth potential and the ability to work with a respected wealth management firm....
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
- Dallas, TX (11 miles from Farmers Branch, TX)
- 60+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 60+ days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
Wealth Advisor III - Dallas / Fort Worth
- Dallas, TX (11 miles from Farmers Branch, TX)
- 90+ days ago
- Dallas, TX (11 miles from Farmers Branch, 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....
- Dallas, TX (11 miles from Farmers Branch, TX)
- 90+ days ago
- Dallas, TX (11 miles from Farmers Branch, TX)
- 90+ days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....
Demographic Data for Farmers Branch, TX
Moving to Farmers Branch, TX? Find some basic demographic data about Farmers Branch, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Farmers Branch, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Farmers Branch, 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
- Anti-Money Laundering
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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