Personal Financial Advisor Jobs in Michigan
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.
With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....
With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....
Certified Financial Planner or Chartered Financial Analyst designation is strongly preferred. Sales experience in a service-related field. OTHER Regular and predictable attendance is required....
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Job Details Job Location: Brighton MI - Brighton, MI Position Type: Full Time Salary Range: $85,000.00 - $120,000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
#LI-LB1 Wealth Management Advisor II LOCATION -- Kalamazoo, Michigan 49007 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
Wealth Advisor Bloomfield Hills, Michigan
- Bloomfield Hills, MI
- 45+ days ago
- Bloomfield Hills, MI
- 45+ days ago
Qualifications Bachelor's Degree, required Series 6 License, required Series 7 License, preferred Certified Financial Planner (CFP) and / or CFA, consideration of achieving...
Basic Qualifications: Bachelor's Degree At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...
Remote WorkFinancial Coach (Bilingual-Spanish) -Financial Literacy Program
- Detroit, MI
- 45+ days ago
- Detroit, MI
- 45+ days ago
Certified Financial Planner preferred. Mental ability to handle pressures related to dealing with multiple individuals from diverse backgrounds and varying levels of need....
- Detroit, MI
- 90+ days ago
- Detroit, MI
- 90+ days ago
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well...
Demographic Data for Michigan
Moving to Michigan? Find some basic demographic data about Michigan below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Michigan
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Michigan 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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