Personal Financial Advisor Jobs in Delaware, 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.
Private Bank Wealth Advisor III
- Columbus, OH (13 miles from Delaware, OH)
- 5 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 5 days ago
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...
Remote Work- Dublin, OH (14 miles from Delaware, OH)
- 13 days ago
- Dublin, OH (14 miles from Delaware, OH)
- 13 days ago
Category Business Development Description Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services...
Private Bank Wealth Advisor IV
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
Basic Qualifications: Bachelors Degree At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...
Remote WorkWealth Advisor - Tehlio Credit Union
- Dublin, OH (14 miles from Delaware, OH)
- 30+ days ago
- Dublin, OH (14 miles from Delaware, OH)
- 30+ 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...
Financial Coach (Full Time 40 Hours)
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
The Financial Coach I delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building...
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
- Columbus, OH (13 miles from Delaware, OH)
- 30+ 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...
- Dublin, OH (14 miles from Delaware, OH)
- 30+ days ago
- Dublin, OH (14 miles from Delaware, OH)
- 30+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
Demographic Data for Delaware, OH
Moving to Delaware, OH? Find some basic demographic data about Delaware, OH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Delaware, OH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Delaware, 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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