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.

1-15 of 299 Jobs

Wealth Advisor - Sault Ste. Marie

  • Ontario, CA
  • moments ago
  • Ontario, CA
  • moments ago

Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice....

Associate Wealth Advisor

  • San Mateo, CA
  • 5 hours ago
  • San Mateo, CA
  • 5 hours ago

Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....

Associate Wealth Advisor

  • Aspen, CO
  • 5 hours ago
  • Aspen, CO
  • 5 hours ago

At least one year of experience in wealth management, financial planning, or a finance-related industry (other relevant experience considered)....

Wealth Advisor

  • Pensacola, FL
  • 6 hours ago
  • Pensacola, FL
  • 6 hours ago

Job Responsibilities The Wealth Advisor will proactively develop a client base to which appropriate wealth management products can be sold....

Wealth Management Advisor

  • Portland, OR
  • 6 hours ago
  • Portland, OR
  • 6 hours ago

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...

Wealth Advisor

  • Louisville, KY
  • 6 hours ago
  • Louisville, KY
  • 6 hours ago

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...

Wealth Advisor I

  • OH
  • 6 hours ago
  • OH
  • 6 hours ago

Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans....

Wealth Advisor

  • Birmingham, MI
  • 6 hours ago
  • Birmingham, MI
  • 6 hours ago

With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....

Wealth Advisor

  • Knoxville, TN
  • 6 hours ago
  • Knoxville, TN
  • 6 hours ago

About TVAMP | Financial Planning & Investment Management TVAMP helps clients get their financial life in order & make smart financial decisions....

Wealth Management Advisor

  • Boca Raton, FL
  • 6 hours ago
  • Boca Raton, FL
  • 6 hours ago

Certified Financial Planner (CFP) (preferred but not necessary) Knowledge, Skills, & Abilities: Requires: Excellent verbal, written, presentation, and interpersonal communication skills....

Senior Wealth Advisor

  • Birmingham, MI
  • 6 hours ago
  • Birmingham, MI
  • 6 hours ago

With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....

Wealth Advisor

  • Seattle, WA
  • 6 hours ago
  • Seattle, WA
  • 6 hours ago

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)....

Wealth Advisor

  • Scottsdale, AZ
  • 6 hours ago
  • Scottsdale, AZ
  • 6 hours ago

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona....

Wealth Advisor I

  • Oxnard, CA
  • 9 hours ago
  • Oxnard, CA
  • 9 hours ago

Conducts educational seminars related to financial planning topics. Conduct periodic outbound calls to new and potential clients as assigned by the AVP, Wealth Management....

They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs Nationwide

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


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