Personal Financial Advisor Jobs in Sugar Land, 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.
- Houston, TX (18 miles from Sugar Land, TX)
- 4 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 4 days ago
Process a keen understanding of financial planning....
Private Wealth Advisor I/II/III
- Houston, TX (18 miles from Sugar Land, TX)
- 17 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 17 days ago
CFP "Certified Financial Planner" preferred. CWS "Certified Wealth Strategist" preferred....
Commercial Asset Advisor - Midland
- Houston, TX (18 miles from Sugar Land, TX)
- 20 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 20 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...
- Houston, TX (18 miles from Sugar Land, TX)
- 24 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 24 days ago
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...
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Wealth Advisor - Texas Dow Employee Credit Union
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
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...
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 30+ days ago
Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....
- Houston, TX (18 miles from Sugar Land, TX)
- 45+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 45+ 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 (18 miles from Sugar Land, TX)
- 45+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 45+ days ago
Management....
Wealth Advisor - PNC Investments
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, 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)
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ 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 (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ days ago
Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9....
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ 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 (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ 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....
Wealth Advisor III - Houston / Austin
- Houston, TX (18 miles from Sugar Land, TX)
- 90+ days ago
- Houston, TX (18 miles from Sugar Land, 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....
Demographic Data for Sugar Land, TX
Moving to Sugar Land, TX? Find some basic demographic data about Sugar Land, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sugar Land, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sugar Land, 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
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