Personal Financial Advisor Jobs in Minnesota
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.
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always...
Wealth Advisor - Wealth Advisory - Minneapolis, Denver, Bellevue, or King of Prussia, PA.
- Minneapolis, MN
- 22 hours ago
- Minneapolis, MN
- 22 hours ago
They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....
Bilingual Career and Financial Coach
- South Saint Paul, MN
- 2 days ago
- South Saint Paul, MN
- 2 days ago
Bilingual Career and Financial Coach Neighbors, Inc. South Saint Paul, Minnesota Commute Time Neighbors, Inc is experiencing rapid growth in our Financial Empowerment Center. We are seeking a...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...
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...
Basic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 3 years of wealth management/financial advisory/sales/relationship management...
Remote WorkDemographic Data for Minnesota
Moving to Minnesota? Find some basic demographic data about Minnesota below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Minnesota
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Minnesota 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
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Here are some other career titles that require similar skills
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