Personal Financial Advisor Jobs in Texas
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.
Series 65, or CFP required Knowledge and Skills: Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience...
and Wealth Management....
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...
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
- Fort Worth, TX
- 18 days ago
- Fort Worth, TX
- 18 days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
financial planning software, CRM and portfolio management systems....
Offer strategic consulting advice, set goals, and provideprehensive financial planning support....
management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
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...
Morgan Wealth Management - Private Wealth Advisor - Houston, TX
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
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....
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...
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...
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...
Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred....
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Texas
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Texas 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
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
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