Personal Financial Advisor Jobs in North Carolina
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.
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....
Responsible for maintaining relationships with existing and prospective wealth management clients, as well as endowments and foundations....
Business Execution & Financial Planning Consultant
- Charlotte, NC
- 10 days ago
- Charlotte, NC
- 10 days ago
Genesis10 is currently seeking a Business Execution & Financial Planning Consultant with our client in the financial Industry located in Charlotte, NC This is a 12+ month contract position....
Associate Private Financial Advisor Associate Private Financial Advisor locations ASHEVILLE, NC time type Full time posted on Posted Today job requisition id R-437415 About this role: Wells Fargo...
Qualifications Bachelor's Degree and 8 years of experience in Wealth Management, Sales Leadership OR High School Diploma or GED and 12 years of experience in Wealth Management, Sales Leadership Preferred...
management offer....
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...
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...
Overview The Financial Planning Consultant, Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise....
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...
Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship...
Management....
In-depth knowledge of financial planning, investment strategies, and industry regulations....
management, financial planning, or finance (preferred) • completion of coursework on financial planning through a CFP Board Registered Program (preferred) You are: • ambitious about offering financial...
Basic Qualifications: Bachelor's Degree At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in North Carolina
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in North Carolina 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »