Personal Financial Advisor Jobs in Arizona
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.
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona....
Provide individual financial planning cases....
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Phoenix, AZ
- 10 days ago
- Phoenix, AZ
- 10 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...
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
financial planner, investment advisor Representative, or wealth manager....
management offer....
To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...
To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing...
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
At Wealth Management from U.S. Bank and U.S....
At Wealth Management from U.S. Bank and U.S....
Licenses and Certifications FINRA Registration: SIE, Series 7, 63/65 (or 66), required AZ Life, Health and Variable Products License, required Certified Financial Planner (CFP), preferred Why join the...
Wealth Advisor Business Development, Ultra-High Net Worth
- Phoenix, AZ
- 90+ days ago
- Phoenix, AZ
- 90+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
In-depth knowledge of financial planning, investment strategies, and industry regulations....
Demographic Data for Arizona
Moving to Arizona? Find some basic demographic data about Arizona below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Arizona
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Arizona 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
- Anti-Money Laundering
- E-Verify
- 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
- 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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Here are some other career titles that require similar skills
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