Personal Financial Advisor Jobs
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.
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always...
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice....
Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....
At least one year of experience in wealth management, financial planning, or a finance-related industry (other relevant experience considered)....
Job Responsibilities The Wealth Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual...
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans....
With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....
About TVAMP | Financial Planning & Investment Management TVAMP helps clients get their financial life in order & make smart financial decisions....
Certified Financial Planner (CFP) (preferred but not necessary) Knowledge, Skills, & Abilities: Requires: Excellent verbal, written, presentation, and interpersonal communication skills....
With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....
Minimum 3-7 years experience in Wealth Management, Financial Advising, or similar. Proficiency with financial planning software (e.g. eMoney) and custodial platforms (e.g. Fidelity, Schwab, etc)....
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs Nationwide
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- E-Verify
- Anti-Money Laundering
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Interpersonal Skills
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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