Personal Financial Advisor Jobs in Friendswood, 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.
Wealth Advisor - Texas Dow Employee Credit Union
- Houston, TX (19 miles from Friendswood, TX)
- 2 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 2 days ago
The Investment Program at Texas Dow Employee Credit Union supports the local community with a complete menu of financial services....
- Houston, TX (19 miles from Friendswood, TX)
- 8 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 8 days ago
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
- Houston, TX (19 miles from Friendswood, TX)
- 10 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 10 days ago
bull; Work as part of a PWM team to support and implement wealth management strategies for PWM clients • Develop and prepare presentations for existing and prospective clients • Analyze portfolios for...
- Houston, TX (19 miles from Friendswood, TX)
- 22 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 22 days ago
and Wealth Management....
Private Wealth Management Wealth Advisor
- Houston, TX (19 miles from Friendswood, TX)
- 26 days ago
- Houston, TX (19 miles from Friendswood, TX)
- 26 days ago
Requirements Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management Or High School Diploma...
Morgan Wealth Management - Private Wealth Advisor - Houston, TX
- Houston, TX (19 miles from Friendswood, TX)
- 45+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 45+ days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Senior Wealth Strategy Associate
- Houston, TX (19 miles from Friendswood, TX)
- 45+ days ago
- Houston, TX (19 miles from Friendswood, 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...
Wealth Advisor - PNC Investments
- Houston, TX (19 miles from Friendswood, TX)
- 45+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Legal Wealth Advisor II (Houston or Dallas)
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
Medical Wealth Advisor II (Houston or Dallas)
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9....
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
Job Description Asset Management, Advisor Posting Start Date: 4/24/25 Requisition ID: 46197 Apply now Informations generales HOUSTON, United States, 77056 ENGIE North America Inc. Skilled ( >3...
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
Who You Are Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related degree....
Business Development Wealth Advisor
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 60+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
Wealth Advisor III - Houston / Austin
- Houston, TX (19 miles from Friendswood, TX)
- 90+ days ago
- Houston, TX (19 miles from Friendswood, 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....
- Houston, TX (19 miles from Friendswood, TX)
- 90+ days ago
- Houston, TX (19 miles from Friendswood, TX)
- 90+ days ago
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses....
Demographic Data for Friendswood, TX
Moving to Friendswood, TX? Find some basic demographic data about Friendswood, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Friendswood, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Friendswood, 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
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- E-Verify
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
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