Personal Financial Advisor Jobs in Austin, TX
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridAs a financial advisor with Velocity Retirement & Investment Services, you will serve clients from within Velocity Credit Union, delivering tailored investment strategies and financial planning solutions...
In PersonWealth Advisor/Trust Officer III-Austin
- Broadway Bank
- Austin, TX
- 45+ days ago
- Austin, TX
- 45+ days ago
Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus....
In PersonListen to clients' needs and objectives to tailor personalized financial plans. Creates customized wealth management plans that align with clients' short-term and long-term goals....
In PersonWealth Advisor III - Houston / Austin
- Truist Financial Corporation
- Austin, TX
- 90+ days ago
- Austin, TX
- 90+ 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 PersonDemographic Data for Austin, TX
Moving to Austin, TX? Find some basic demographic data about Austin, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Austin, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Austin, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Mortgage Processing
- Due Diligence
- Financial Services
- Asset Management
- Business Analysis
- Client Services
- Market Research
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Presentation
- Consulting
- Business Development
- Reporting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Customer Service
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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