Personal Financial Advisor Jobs in Margate, FL

1-6 of 6 Jobs

Wealth Advisor - PNC Investments

  • Fort Lauderdale, FL (10 miles from Margate, FL)
  • 5 days ago
  • Fort Lauderdale, FL (10 miles from Margate, FL)
  • 5 days ago

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

Private Wealth Advisor IV

  • Boca Raton, FL (10 miles from Margate, FL)
  • 30+ days ago
  • Boca Raton, FL (10 miles from Margate, 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....

Wealth Advisor III - Palm Beach / Boca Raton

  • Fort Lauderdale, FL (10 miles from Margate, FL)
  • 90+ days ago
  • Fort Lauderdale, FL (10 miles from Margate, 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 (10 miles from Margate, FL)
  • 60+ days ago
  • Ft Lauderdale, FL (10 miles from Margate, 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 (10 miles from Margate, FL)
  • 90+ days ago
  • Boca Raton, FL (10 miles from Margate, FL)
  • 90+ days ago

Financial Planner (CFP) designation required....

Senior Wealth Advisor SAFE Act - Boca & Coral Springs

  • Boca Raton, FL (10 miles from Margate, FL)
  • 90+ days ago
  • Boca Raton, FL (10 miles from Margate, 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...

Demographic Data for Margate, FL

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

Local
National
21,536,064
615,315

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 advisor, youll educate your clients on investments, taxes, savings...
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Salary for Personal Financial Advisor Jobs in Margate, 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 Margate, 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 Margate, 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!