Personal Financial Advisor Jobs in Indiana
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.
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
planning processes - Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations - Provides organizational support by assisting with client onboarding...
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....
strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date...
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...
Wealth Management Advisor LOCATION -- Indianapolis, Indiana 46204 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
Key responsibilities include developing a deep knowledge of the clients entire financial and family situation in order to structure a goals-based investment management strategy and financial plan....
planning degree preferred 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial Planner...
Demographic Data for Indiana
Moving to Indiana? Find some basic demographic data about Indiana below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Indiana
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Indiana 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
- Interpersonal Skills
- 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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