Personal Financial Advisor Jobs in Garland, 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.
- Dallas, TX (14 miles from Garland, TX)
- 5 days ago
- Dallas, TX (14 miles from Garland, TX)
- 5 days ago
Job Description The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Wealth Advisor - Frontier Investment Management
- Dallas, TX (14 miles from Garland, TX)
- 7 days ago
- Dallas, TX (14 miles from Garland, TX)
- 7 days ago
management practice dedicated to building relationships and enriching lives through comprehensive wealth management....
Wealth Advisor - PNC Investments Wealth Advisor - PNC Investments
- Dallas, TX (14 miles from Garland, TX)
- 9 days ago
- Dallas, TX (14 miles from Garland, TX)
- 9 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
- Dallas, TX (14 miles from Garland, TX)
- 11 days ago
- Dallas, TX (14 miles from Garland, TX)
- 11 days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
Commercial Asset Advisor - Midland
- Dallas, TX (14 miles from Garland, TX)
- 24 days ago
- Dallas, TX (14 miles from Garland, TX)
- 24 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Private Wealth Management Wealth Advisor - CFA, CPWA, CFP
- Dallas, TX (14 miles from Garland, TX)
- 25 days ago
- Dallas, TX (14 miles from Garland, TX)
- 25 days ago
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
- Dallas, TX (14 miles from Garland, TX)
- 30+ days ago
- Dallas, TX (14 miles from Garland, 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 (14 miles from Garland, TX)
- 30+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 30+ days ago
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
Senior Wealth Strategy Associate
- Plano, TX (10 miles from Garland, TX)
- 45+ days ago
- Plano, TX (10 miles from Garland, TX)
- 45+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Sr. Charitable Estate Planning Advisor
- Dallas, TX (14 miles from Garland, TX)
- 60+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 60+ 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...
Wealth Advisor - PNC Investments
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 90+ 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)
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families....
Medical Wealth Advisor II (Houston or Dallas)
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
- Dallas, TX (14 miles from Garland, TX)
- 90+ days ago
Management....
- Plano, TX (10 miles from Garland, TX)
- 90+ days ago
- Plano, TX (10 miles from Garland, TX)
- 90+ days ago
The position offers growth potential and the ability to work with a respected wealth management firm....
Demographic Data for Garland, TX
Moving to Garland, TX? Find some basic demographic data about Garland, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Garland, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Garland, 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
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- 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
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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