Personal Financial Advisor Jobs in Sandy, UT
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.
Senior Wealth Strategy Associate
- UBS
- Salt Lake City, UT (8 miles from Sandy, UT)
- 6 days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 6 days ago
plans for clients * Develop customized asset allocation strategy and investments * Analyze and interpret portfolio performance reports and make recommendations for change with acknowledgment of FA...
In PersonCentralized Wealth Advisor - Salt Lake City or Houston
- Zions Bancorporation
- Salt Lake City, UT (8 miles from Sandy, UT)
- 22 days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 22 days ago
Demonstrated client management and some related sales experience providing financial planning services....
In PersonWealth Advisor - Salt Lake City
- Zions Bancorporation
- Salt Lake City, UT (8 miles from Sandy, UT)
- 30+ days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 30+ days ago
with wealth management team members to deliver the right solution for the clients....
In PersonPractice Management Consultant - Wealth Management
- Zions Bancorporation
- Salt Lake City, UT (8 miles from Sandy, UT)
- 30+ days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 30+ days ago
Position Summary The Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with...
In Person- Brookwood Investment Group, LLC
- Salt Lake City, UT (8 miles from Sandy, UT)
- 45+ days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 45+ days ago
regular client meetings and reviews to assess goals, risk tolerance, and progress; present clear, actionable recommendations.Develop and implement tailored wealth management strategies and financial...
HybridDemographic Data for Sandy, UT
Moving to Sandy, UT? Find some basic demographic data about Sandy, UT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sandy, UT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sandy, UT 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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