Personal Financial Advisor Jobs in Grand Rapids, 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.
- Bowling Green, OH (8 miles from Grand Rapids, OH)
- 12 days ago
- Bowling Green, OH (8 miles from Grand Rapids, OH)
- 12 days ago
Wealth Management Advisor Full Time Bowling Green, OH, US +6 More Locations Yesterday Requisition ID: 1124 In-person opportunities available across State Bank footprint....
Financial Coach - Ebeid Promise - Full Time - Days
- Toledo, OH (21 miles from Grand Rapids, OH)
- 45+ days ago
- Toledo, OH (21 miles from Grand Rapids, OH)
- 45+ days ago
Financial Coach - Ebeid Promise - Full Time - Days Requisition Number: 91462 ProMedica System Toledo, Ohio Description POSITION SUMMARY Financial Opportunity Centers (FOCs) are community-based...
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Maumee, OH (13 miles from Grand Rapids, OH)
- 45+ days ago
- Maumee, OH (13 miles from Grand Rapids, OH)
- 45+ days ago
Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Waterville, OH (6 miles from Grand Rapids, OH)
- 45+ days ago
- Waterville, OH (6 miles from Grand Rapids, OH)
- 45+ days ago
Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...
Demographic Data for Grand Rapids, OH
Moving to Grand Rapids, OH? Find some basic demographic data about Grand Rapids, OH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Grand Rapids, OH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Grand Rapids, 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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- 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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