Personal Financial Advisor Jobs in Avon Lake, OH
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.
- Cleveland, OH (16 miles from Avon Lake, OH)
- 12 hours ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 12 hours ago
Wealth Management Advisor LOCATION -- Cleveland, Ohio 44114 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity...
Work Study, Peer Financial Coach (Financial Aid Administration)
- Westlake, OH (5 miles from Avon Lake, OH)
- 23 days ago
- Westlake, OH (5 miles from Avon Lake, OH)
- 23 days ago
Work Study, Peer Financial Coach (Financial Aid Administration) Westlake, OH, United States | req5857 Posted: 2/17/2025 Work Study, Peer Financial Coach (Financial Aid Administration) Department:...
- Cleveland, OH (16 miles from Avon Lake, OH)
- 24 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 24 days ago
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services....
Work Study, Peer Financial Coach (Financial Aid Administration)
- Parma, OH (16 miles from Avon Lake, OH)
- 90+ days ago
- Parma, OH (16 miles from Avon Lake, OH)
- 90+ days ago
Work Study, Peer Financial Coach (Financial Aid Administration) Department: Financial Aid Admin Location: Western Campus Reports To: Campus Director, Financial Aid and Scholarships Recruitment...
Demographic Data for Avon Lake, OH
Moving to Avon Lake, OH? Find some basic demographic data about Avon Lake, OH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Avon Lake, OH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Avon Lake, OH 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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