Personal Financial Advisor Jobs in Ohio
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.
Communicates updates to FFB portfolio strategies to clients and prospects* Utilization of financial planning to drive client retention and acquisition* Serves on the FFB Investment Committee as client...
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Wealth Management Advisor Full Time Bowling Green, OH, US +6 More Locations Yesterday Requisition ID: 1124 In-person opportunities available across State Bank footprint....
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Wealth Advisor Cincinnati, OH 45249 Posted: 03/11/2025 Employment Type: Direct Hire Industry: Wealth Management Job Number: 14651 Pay Rate: 50,000 Job Description Wealth Advisor trak group is working...
POSITION SUMMARY Financial Opportunity Centers (FOCs) are community-based centers that focus on the financial bottom line for low-to-moderate income individuals. This means changing people's...
Title Intern - Private Wealth Management/Advisor Consulting EOE Statement Meeder Investment Management is an equal employment opportunity employer....
plans Your expertise: • Must have active series 7 and 66 licenses • ideally 3-5 years of experience in client service, within the finance sector • Bachelors degree or equivalent, focusing on Finance...
Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...
Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans....
Financial Coach - Ebeid Promise - Full Time - Days Requisition Number: 91462 ProMedica System Toledo, Ohio Description POSITION SUMMARY Financial Opportunity Centers (FOCs) are community-based...
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...
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Maumee, OH
- 45+ days ago
- Maumee, 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
- 45+ days ago
- Waterville, 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 Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Ohio
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Ohio 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
- Financial Analysis
- Anti-Money Laundering
- Client Relationships
- Financial Services
- E-Verify
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Reporting
- Collaboration
- Coaching
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- 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
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 »