Personal Financial Advisor Jobs in Longwood, FL

1-3 of 3 Jobs

Wealth Advisor III - Orlando

  • Truist Financial Corporation
  • Orlando, FL (11 miles from Longwood, FL)
  • 45+ days ago
  • Orlando, FL (11 miles from Longwood, FL)
  • 45+ days 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....

In Person

Wealth Advisor - Orlando, FL

  • Sequoia Financial Group
  • Orlando, FL (11 miles from Longwood, FL)
  • 45+ days ago
  • Orlando, FL (11 miles from Longwood, FL)
  • 45+ days ago

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....

In Person

Private Wealth Management Wealth Advisor - Trilingual (Portuguese, Spanish, English)

  • Regions Financial Corporation
  • Orlando, FL (11 miles from Longwood, FL)
  • 90+ days ago
  • Orlando, FL (11 miles from Longwood, FL)
  • 90+ days ago

unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....

In Person

Demographic Data for Longwood, FL

Moving to Longwood, FL? Find some basic demographic data about Longwood, FL below.

Local
National
54,582
2,345
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
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Salary for Personal Financial Advisor Jobs in Longwood, FL

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Longwood, FL offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Longwood, FL
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!