Personal Financial Advisor Jobs in Fort Lauderdale, 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.
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 1 day ago
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 1 day ago
Certified Financial Planner (CFP) (preferred but not necessary) Knowledge, Skills, & Abilities: Requires: Excellent verbal, written, presentation, and interpersonal communication skills....
Senior Wealth Strategy Associate
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 1 day ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 1 day ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Experience with Money Guide or other Financial Planning tools, preferred. Professional designation (i.e., CTFA, CFP®), preferred....
International Wealth Advisor - Miami
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 6 days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 6 days ago
Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily...
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- Miami, FL (24 miles from Fort Lauderdale, FL)
- 8 days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 8 days ago
Planning professional teams as well....
Wealth Advisor III - Palm Beach / Boca Raton
- Fort Lauderdale, FL
- 24 days ago
- Fort Lauderdale, FL
- 24 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....
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 30+ days ago
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 30+ days ago
Financial Planner (CFP) designation required....
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 (15 miles from Fort Lauderdale, FL)
- 45+ days ago
- Boca Raton, FL (15 miles from Fort Lauderdale, FL)
- 45+ days ago
They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....
Senior Wealth Advisor SAFE Act - Boca & Coral Springs
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 45+ days ago
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Senior Wealth Advisor SAFE Act - Miami
- Miami Beach, FL (24 miles from Fort Lauderdale, FL)
- 45+ days ago
- Miami Beach, FL (24 miles from Fort Lauderdale, FL)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Management....
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 90+ days ago
- Miami, FL (24 miles from Fort Lauderdale, 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 Fort Lauderdale, FL
Moving to Fort Lauderdale, FL? Find some basic demographic data about Fort Lauderdale, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fort Lauderdale, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fort Lauderdale, 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
- 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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