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.
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred....
Process a keen understanding of financial planning....
Job Description The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
- Westlake, TX
- 2 days ago
- Westlake, TX
- 2 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
management practice dedicated to building relationships and enriching lives through comprehensive wealth management....
Location: 4655 Mueller Boulevard Austin, Texas, 78723 United States Employment After Retirement Specialist Requisition ID: req1264 Employment Type: Unclassified Regular Full-Time (URF) Division:...
Associate Wealth Advisor - Schwab Wealth Advisory Associate Wealth Advisor - Schwab Wealth Advisory
- Austin, TX
- 7 days ago
- Austin, TX
- 7 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
- Austin, TX
- 7 days ago
- Austin, TX
- 7 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory Wealth Advisor, Schwab Wealth Advisory
- Austin, TX
- 7 days ago
- Austin, TX
- 7 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Wealth Advisor - PNC Investments Wealth Advisor - PNC Investments
- Dallas, TX
- 7 days ago
- Dallas, TX
- 7 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
Associate Wealth Advisor (Wealth Management Administrative Assistant)
- San Antonio, TX
- 8 days ago
- San Antonio, TX
- 8 days ago
Working knowledge of investments, insurance, financial products, financial planning, and use of financial planning tools....
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
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
- 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
- Mortgage Processing
- Portfolio Management
- 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
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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