Personal Financial Advisor Jobs in Fleming Island, 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.
VP, Wealth Advisor- Trust & Wealth
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 13 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 13 days ago
Knowledge, Skills & Abilities Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts....
Advisor, Wealth Management and Retirement Plans
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 23 days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 23 days ago
The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to join our dynamic team....
Financial Planning Software Management: Utilize financial planning software to input and manage client data. Update and maintain client profiles within the software platform....
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
Financial Planner (CFP) designation required....
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
- Jacksonville, FL (16 miles from Fleming Island, FL)
- 60+ days ago
Your expertise will contribute to our mission of delivering unparalleled financial planning and wealth management services....
Demographic Data for Fleming Island, FL
Moving to Fleming Island, FL? Find some basic demographic data about Fleming Island, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fleming Island, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fleming Island, 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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Here are some other career titles that require similar skills
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