Personal Financial Advisor Jobs in Katy, TX
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 Wealth Management Wealth Advisor
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
Wealth Advisor III - Houston / Austin
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
- Houston, TX (22 miles from Katy, TX)
- 1 day ago
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....
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
Here, you will build long-term, dedicatedrelationships with customers by bringing them peace of mind as youguide them through wealth management and retirement planningstrategiesThe Expertise We're Looking...
Senior Advisor, Wealth Management
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
- Houston, TX (22 miles from Katy, TX)
- 5 days ago
You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...
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International Wealth Advisor - Houston / Dallas
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
- Houston, TX (22 miles from Katy, TX)
- 6 days ago
Serve as a personal financial planning/advisory resource for clients, their attorney's and CPA's Provide mentoring to less experienced Wealth Management staff in support of establishing an extraordinarily...
- Houston, TX (22 miles from Katy, TX)
- 17 days ago
- Houston, TX (22 miles from Katy, TX)
- 17 days ago
assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals - develop customized asset allocation strategies and investment...
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
Process a keen understanding of financial planning....
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
and promptly Implement financial plans and recommendations working within the Wealth Advisory team Ensure timely client communications Develop client relationships and begin to build book of business...
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
What You Can Expect As our Asset Management Advisor located in Houston, TX for the Texas Region, you will play a key role within the Asset Management team responsible for overseeing the...
Private Wealth Advisor I/II/III
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
CFP Certified Financial Planner preferred. CWS Certified Wealth Strategist preferred....
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
Financial Planner (CFP) designation required....
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
Who You Are Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related degree....
Demographic Data for Katy, TX
Moving to Katy, TX? Find some basic demographic data about Katy, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Katy, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Katy, TX 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
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Here are some other career titles that require similar skills
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