Personal Financial Advisor Jobs in Houston, 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.
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
Financial Aid, Financial Planning, Banking, etc.) required Bilingual in English and Spanish preferred Experience working with security sensitive information and confidential records and customer service...
planning opportunities Skills and Qualifications Bachelor's Degree or 2+ year's relevant industry experience Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses...
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
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....
- Pasadena, TX (10 miles from Houston, TX)
- 13 days ago
- Pasadena, TX (10 miles from Houston, TX)
- 13 days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
Process a keen understanding of financial planning....
CFP "Certified Financial Planner" preferred. CWS "Certified Wealth Strategist" preferred....
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...
Role responsibilities include, but are not limited to, the following: Client Responsibilities Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately...
Credit Union Financial Advisor - Texas Dow Employee Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
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...
Management....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Houston, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Houston, 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
- Mutual Funds
- Financial Planning
- Estate Planning
- Retirement Planning
- Financial Modeling
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
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