Personal Financial Advisor Jobs in Dania, FL

1-14 of 14 Jobs

Fort Lauderdale, FL (4 miles from Dania, FL)
5 days ago

Fort Lauderdale, FL (4 miles from Dania, FL)
5 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Financial Planning Consultant- Bilingual Requirement

Coral Gables, FL (24 miles from Dania, FL)
7 days ago

Coral Gables, FL (24 miles from Dania, FL)
7 days ago

Financial Planning Consultant- Bilingual Requirement 3.8 3.8 out of 5 stars Coral Gables, FL Job Description Responsibilities: Develop and implement a relationship management plan for potential customer...

International Wealth Advisor II

Miami, FL (20 miles from Dania, FL)
13 days ago

Miami, FL (20 miles from Dania, FL)
13 days ago

An IWM Wealth Advisor 2 provides integrated delivery of a broad range of wealth management products and services including financial planning, asset management, personal trust and estate planning, insurance...

Wealth Management Advisor- Coral Gables, FL

Coral Gables, FL (24 miles from Dania, FL)
19 days ago

Coral Gables, FL (24 miles from Dania, FL)
19 days ago

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...

Legal Wealth Advisor II

Miami, FL (20 miles from Dania, FL)
22 days ago

Miami, FL (20 miles from Dania, FL)
22 days ago

Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....

Wealth Advisor III - Miami

Miami, FL (20 miles from Dania, FL)
25 days ago

Miami, FL (20 miles from Dania, FL)
25 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....

Associate Wealth Advisor

Coral Gables, FL (24 miles from Dania, FL)
30+ days ago

Coral Gables, FL (24 miles from Dania, FL)
30+ days ago

that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...

Private Wealth Advisor IV

Boca Raton, FL (20 miles from Dania, FL)
30+ days ago

Boca Raton, FL (20 miles from Dania, FL)
30+ days ago

They follow a disciplined process rooted in financial planning: 1) Understand clients' priorities; 2) Assess current state; and 3) Leverage PWM team....

International Wealth Advisor - Miami

Miami, FL (20 miles from Dania, FL)
60+ days ago

Miami, FL (20 miles from Dania, FL)
60+ 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...

Wealth Advisor III - Palm Beach / Boca Raton

Fort Lauderdale, FL (4 miles from Dania, FL)
90+ days ago

Fort Lauderdale, FL (4 miles from Dania, FL)
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....

VP, Wealth Advisor- Trust & Wealth

Ft Lauderdale, FL (4 miles from Dania, FL)
60+ days ago

Ft Lauderdale, FL (4 miles from Dania, FL)
60+ days ago

Experience with Money Guide or other Financial Planning tools, preferred. Professional designation (i.e., CTFA, CFP®), preferred....

Sr Wealth Advisor

Boca Raton, FL (20 miles from Dania, FL)
90+ days ago

Boca Raton, FL (20 miles from Dania, FL)
90+ days ago

Financial Planner (CFP) designation required....

Senior Wealth Advisor SAFE Act - Boca & Coral Springs

Boca Raton, FL (20 miles from Dania, FL)
90+ days ago

Boca Raton, FL (20 miles from Dania, FL)
90+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

Senior Wealth Advisor SAFE Act - Miami

Miami Beach, FL (20 miles from Dania, FL)
90+ days ago

Miami Beach, FL (20 miles from Dania, FL)
90+ days ago

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Demographic Data for Dania, FL

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

Median Age

Average Household Income

Home Value vs Household Income in Dania, FL

Local

National

Total Population

16,162

Number of Businesses

838

City Size

Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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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...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Dania, 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 Dania, FL offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.7%

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 Dania, 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!

Other Career Titles

Here are some other career titles that require similar skills