Personal Financial Advisor Jobs in Florida

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.

1-15 of 37 Jobs

Wealth Advisor II

  • Sarasota, FL
  • 9 hours ago
  • Sarasota, FL
  • 9 hours 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....

Wealth Advisor

  • Pensacola, FL
  • 18 hours ago
  • Pensacola, FL
  • 18 hours ago

Job Responsibilities The Wealth Advisor will proactively develop a client base to which appropriate wealth management products can be sold....

Wealth Management Advisor

  • Boca Raton, FL
  • 19 hours ago
  • Boca Raton, FL
  • 19 hours 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
  • 1 day ago
  • Miami, FL
  • 1 day ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Advisor

  • Tampa, FL
  • 1 day ago
  • Tampa, FL
  • 1 day ago

Your expertise will contribute to our mission of delivering unparalleled financial planning and wealth management services....

Senior Wealth Management Advisor - Naples FL

  • Naples, FL
  • 2 days ago
  • Naples, FL
  • 2 days ago

Certified Financial Planner or Chartered Financial Analyst designation is preferred....

VP, Wealth Advisor- Trust & Wealth

  • Ft Lauderdale, FL
  • 3 days ago
  • Ft Lauderdale, FL
  • 3 days ago

Experience with Money Guide or other Financial Planning tools, preferred. Professional designation (i.e., CTFA, CFP®), preferred....

Executive Wealth Advisor

  • Fleming Island, FL
  • 4 days ago
  • Fleming Island, FL
  • 4 days ago

Financial Planning Software Management: Utilize financial planning software to input and manage client data. Update and maintain client profiles within the software platform....

Wealth Advisor II

  • Sarasota, FL
  • 4 days ago
  • Sarasota, FL
  • 4 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...

International Wealth Advisor - Miami

  • Miami, FL
  • 5 days ago
  • Miami, FL
  • 5 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...

Wealth Advisor III - Tampa / Naples

  • Tampa, FL
  • 5 days ago
  • Tampa, FL
  • 5 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....

Wealth Management Advisor

  • Naples, FL
  • 5 days ago
  • Naples, FL
  • 5 days ago

Wealth Management Advisor LOCATION -- Naples, Florida 34108 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity...

Wealth Management Advisor II

  • Tampa, FL
  • 5 days ago
  • Tampa, FL
  • 5 days ago

Wealth Management Advisor II LOCATION -- Tampa, Florida 33602 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity...

Private Wealth Management Associate Wealth Advisor

  • Orlando, FL
  • 6 days ago
  • Orlando, FL
  • 6 days ago

in trust investment or wealth management Skills and Competencies Proficient sales, negotiation, presentation and problem-solving skills Strong verbal and written communication skills Position Type...

Senior Wealth Advisor

  • Miami, FL
  • 7 days ago
  • Miami, FL
  • 7 days ago

Planning professional teams as well....

Demographic Data for Florida

Moving to Florida? Find some basic demographic data about Florida below.


Local
National
21,536,064
615,315

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Florida

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Florida offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Florida
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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