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.
management services....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
ScotiaMcLeod Wealth Advisor Development Program - Hamilton
- Hamilton, ON
- 3 hours ago
- Hamilton, ON
- 3 hours ago
Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst) Second language an asset depending on target markets WHATS IN IT FOR YOU: ScotiaMcLeod is...
Wealth Advisor Business Development, Ultra-High Net Worth
- Tampa, FL
- 3 hours ago
- Tampa, FL
- 3 hours ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
Equitable Advisors is a reputable Financial Services firm committed to providing personalized financial solutions and exceptional client service. The candidate will be responsible for providing...
Provide tax planning to clients, ensuring compliance with tax laws and regulations Collaborate with financial advisors to develop integrated financial plans that align with clients' goals and objectives...
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day 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...
Overview The Financial Planning Consultant, Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise....
About Titan Titan is an award-winning, Wall-Street-based wealth management firm....
Global Client Group, Diligence Management, Private Equity Private Wealth Analyst
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values...
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Remote WorkEstablishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Client Relationships
- Financial Services
- E-Verify
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Flexibility
- Reporting
- Collaboration
- Coaching
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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