Personal Financial Advisor Jobs in Plano, 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.
- Truist
- Dallas, TX (18 miles from Plano, TX)
- 17 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 17 hours ago
Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions....
In PersonSr. Retirement Specialist (Private/Corporate Sector)
- Nationwide Mutual Insurance Company
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and...
RemoteWealth Advisor - Hightower Signature Wealth
- Hightower
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k...
In Person- Accenture
- Irving, TX (20 miles from Plano, TX)
- 7 days ago
- Irving, TX (20 miles from Plano, TX)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Cresset Capital
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management...
In PersonPlaying an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and...
In Person- GDS Wealth Management
- Flower Mound, TX (22 miles from Plano, TX)
- 19 days ago
- Flower Mound, TX (22 miles from Plano, TX)
- 19 days ago
management, financial planning or investment advisory roles, with a proven track record working with high-net-worth clients.Strong knowledge of investment products, portfolio construction, risk management...
In Person- Vanguard Group, Inc.
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance?...
In PersonSenior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonExecutive Wealth Advisor Jobs in Dallas,TX,US
- W3global
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
Certification such as Certified Financial Planner (CFP) is a plus. 10 years' experience in financial planning, investment management, or a related field....
In PersonRegional VP, Wealth Management Consultant
- Allworth Financial
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
Must be or willing to become Series 7 and 63/65, and Life insurance licensed Minimum 5 years of client-facing wealth management or financial planning experience is required....
In Person Part TimeSenior Manager, UHNW Wealth Advisors
- Vanguard
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
Certified Financial Planner (CFP) designation preferred. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)....
In PersonVP, Wealth Advisor- Trust & Wealth
- Bank OZK
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
Knowledge, Skills & Abilities Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts....
In Person- Cresset Capital
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team....
In PersonBy integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team....
HybridDemographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Plano, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Plano, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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