Personal Financial Advisor Jobs in Nokomis, FL

1-3 of 3 Jobs

Wealth Analyst

  • Sarasota, FL (15 miles from Nokomis, FL)
  • 4 days ago
  • Sarasota, FL (15 miles from Nokomis, FL)
  • 4 days ago

General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....

Wealth Advisor II

  • Sarasota, FL (15 miles from Nokomis, FL)
  • 60+ days ago
  • Sarasota, FL (15 miles from Nokomis, FL)
  • 60+ days ago

As a Wealth Advisor II of CNTF you will: Provide wealth management services, capable of articulating the Investment Philosophy of CNTF to prospective/current clients as well as centers of influence...

Private Wealth Advisor/Director

  • Sarasota, FL (15 miles from Nokomis, FL)
  • 90+ days ago
  • Sarasota, FL (15 miles from Nokomis, FL)
  • 90+ days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Demographic Data for Nokomis, FL

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

Local
National
20,570
525
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.
edX
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...
Udemy
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...
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 Nokomis, 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 Nokomis, 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 Nokomis, 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!