Personal Financial Advisor Jobs in Landover Hills, MD
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.
- Rockville, MD (16 miles from Landover Hills, MD)
- 4 days ago
- Rockville, MD (16 miles from Landover Hills, MD)
- 4 days ago
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that is...
Senior Advisor, Wealth Management
- Washington, DC (8 miles from Landover Hills, MD)
- 5 days ago
- Washington, DC (8 miles from Landover Hills, MD)
- 5 days ago
You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...
Medical Wealth Advisor II - McLean, VA
- McLean, VA (14 miles from Landover Hills, MD)
- 6 days ago
- McLean, VA (14 miles from Landover Hills, MD)
- 6 days ago
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....
- Hanover, MD (17 miles from Landover Hills, MD)
- 21 days ago
- Hanover, MD (17 miles from Landover Hills, MD)
- 21 days ago
Research, present and implement a variety of financial planning solutions, possibly in lieu of a comprehensive financial plan, which are consistent with the member's financial goals....
Regional Consultant, Wealth Management - Mid-Atlantic
- Annapolis, MD (18 miles from Landover Hills, MD)
- 27 days ago
- Annapolis, MD (18 miles from Landover Hills, MD)
- 27 days ago
To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...
Legal Wealth Advisor II or III - DC Metro
- McLean, VA (14 miles from Landover Hills, MD)
- 28 days ago
- McLean, VA (14 miles from Landover Hills, MD)
- 28 days ago
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
Wealth Advisor (Washington DC)
- Washington, DC (8 miles from Landover Hills, MD)
- 28 days ago
- Washington, DC (8 miles from Landover Hills, MD)
- 28 days ago
Financial Planner (CFP) designation required....
- McLean, VA (14 miles from Landover Hills, MD)
- 29 days ago
- McLean, VA (14 miles from Landover Hills, MD)
- 29 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....
- Washington, DC (8 miles from Landover Hills, MD)
- 60+ days ago
- Washington, DC (8 miles from Landover Hills, MD)
- 60+ days ago
management strategies • high proficiency in Microsoft Office Suite...
Senior Wealth Strategy Associate
- Washington, DC (8 miles from Landover Hills, MD)
- 60+ days ago
- Washington, DC (8 miles from Landover Hills, MD)
- 60+ days ago
management strategies • high proficiency in Microsoft Office Suite...
Demographic Data for Landover Hills, MD
Moving to Landover Hills, MD? Find some basic demographic data about Landover Hills, MD below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Landover Hills, MD
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Landover Hills, MD 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
Other Career Titles
Here are some other career titles that require similar skills
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