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.
What is the role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years....
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
Wealth Management Advisor - BlueOx Credit Union
- Battle Creek, MI
- 22 days ago
- Battle Creek, MI
- 22 days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
MarshBerry - Wealth Advisor VP (Grand Rapids)
- Grand Rapids, MI
- 29 days ago
- Grand Rapids, MI
- 29 days ago
Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...
Are you skilled at developing wealth management strategies? Does financial data excite you?...
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
- 90+ days ago
- Detroit, MI
- 90+ 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....
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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Client Relationships
- Financial Services
- E-Verify
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Reporting
- Collaboration
- Coaching
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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