Personal Financial Advisor Jobs in Davie, FL
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.
Private Wealth Management Wealth Advisor
- Miami, FL (21 miles from Davie, FL)
- 3 days ago
- Miami, FL (21 miles from Davie, FL)
- 3 days ago
Requirements Bachelor's degree and three (3) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management Or High School Diploma...
- Miami, FL (21 miles from Davie, FL)
- 10 days ago
- Miami, FL (21 miles from Davie, FL)
- 10 days ago
Qualifications 8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management....
Private Wealth Advisor III or IV
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 12 days ago
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 12 days ago
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
- Boca Raton, FL (19 miles from Davie, FL)
- 12 days ago
- Boca Raton, FL (19 miles from Davie, FL)
- 12 days ago
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
Wealth Advisor III - Palm Beach / Boca Raton
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 60+ days ago
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 60+ days ago
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....
Senior Wealth Strategy Associate
- Miami, FL (21 miles from Davie, FL)
- 30+ days ago
- Miami, FL (21 miles from Davie, FL)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
VP, Wealth Advisor- Trust & Wealth
- Ft Lauderdale, FL (3 miles from Davie, FL)
- 30+ days ago
- Ft Lauderdale, FL (3 miles from Davie, FL)
- 30+ days ago
Experience with Money Guide or other Financial Planning tools, preferred. Professional designation (i.e., CTFA, CFP®), preferred....
- Miami, FL (21 miles from Davie, FL)
- 45+ days ago
- Miami, FL (21 miles from Davie, FL)
- 45+ days ago
Planning professional teams as well....
- Boca Raton, FL (19 miles from Davie, FL)
- 60+ days ago
- Boca Raton, FL (19 miles from Davie, FL)
- 60+ days ago
Financial Planner (CFP) designation required....
Senior Wealth Advisor SAFE Act - Boca & Coral Springs
- Boca Raton, FL (19 miles from Davie, FL)
- 60+ days ago
- Boca Raton, FL (19 miles from Davie, FL)
- 60+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
Senior Wealth Advisor SAFE Act - Miami
- Miami Beach, FL (22 miles from Davie, FL)
- 90+ days ago
- Miami Beach, FL (22 miles from Davie, FL)
- 90+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 90+ days ago
- Fort Lauderdale, FL (3 miles from Davie, FL)
- 90+ days ago
and Wealth Management....
- Miami, FL (21 miles from Davie, FL)
- 90+ days ago
- Miami, FL (21 miles from Davie, FL)
- 90+ days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
Demographic Data for Davie, FL
Moving to Davie, FL? Find some basic demographic data about Davie, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Davie, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Davie, FL 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
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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