Personal Financial Advisor Jobs in Palmetto, 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.
- Sarasota, FL (13 miles from Palmetto, FL)
- 1 day ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 1 day ago
Leverage the Truist referral network to generate client acquisition, and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions....
- Sarasota, FL (13 miles from Palmetto, FL)
- 5 days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 5 days ago
As a Wealth Advisor II of CNTF you will: Provide wealth management services, capable of articulating the Investment Philosophy of CNTF to prospective/current clients as well as centers of influence...
Private Wealth Advisor III or IV
- Sarasota, FL (13 miles from Palmetto, FL)
- 30+ days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 30+ days ago
Team members follow a disciplined financial planning process: Understand clients' priorities. Assess the current state. Leverage the PWM team....
- Sarasota, FL (13 miles from Palmetto, FL)
- 30+ days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 30+ days ago
that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...
Private Wealth Advisor/Director
- Sarasota, FL (13 miles from Palmetto, FL)
- 45+ days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 45+ days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Demographic Data for Palmetto, FL
Moving to Palmetto, FL? Find some basic demographic data about Palmetto, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Palmetto, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Palmetto, 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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Here are some other career titles that require similar skills
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