Personal Financial Advisors(パーソナル・ファイナンシャルアドバイザー)
Us Lighthouse
Overview パーソナル・ファイナンシャルアドバイザーは、個人のファイナンシャルニーズを評定し、投資、税法、保険の知識を駆使して、そのニーズを満たすためのアドバイスを行う。クライアントに引退資金、遺産相続、大学学資、一般投資などで助言を与える。 通常、パーソナル・ファイナンシャルアドバイザーは個人でクライアントを持ち、多くの時間をクライアント獲得のための営業に費やす。潜在顧客獲得のためにセミナーやレクチャーを行うなど、人脈作りは重要。 Responsibilities 個人のファイナンシャルニーズを評価し、投資、税法、保険の知識を活用したアドバイスを提供する。
クライアントに対して引退資金、遺産相続、大学学資、一般投資などの助言を行う。
クライアント獲得の活動を行い、セミナーや講演を通じて新規顧客の獲得・人脈作りを図る。
トレーニングと資格 最低でも学士、経営修士号（MBA）の取得が求められる。
活動分野により求められるライセンスは異なるが、多くの場合、スポンサー（雇用主）が必要なこともあり、就職前に取得を求められることは少ない。 パーソナル・ファイナンシャルアドバイザーの場合、ほとんどが「シリーズ7、63、66」などのライセンスを取得しており、これらによりクライアントにファイナンシャルアドバイスを与えることが可能になるほか、金融商品の売買ができる。 2006年５月における全米のパーソナル・ファイナンシャルアドバイザーの数は２万7120人、カリフォルニア州内では2710人。人口と経済成長と共に、雇用は16年までに業界全体で13％増加する見込みだが、景気によって状況は大きく変化する。 2006年５月における全米のパーソナル・ファイナンシャルアドバイザーの平均収入は11万9690ドル。中間層50％の収入は６万6120ドルから８万3760ドル、下層10％は３万2340ドル、トップ10％は14万5600ドル以上。カリフォルニアの平均年収は９万3480ドルである。 #J-18808-Ljbffr Us LighthouseVacancy posted 1 day ago
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- ...dynamic regional community bank with the full financial capabilities to meet the unique needs of... ...our associates to be a trusted advisor while providing them with the resources... ...goals are met through required levels of in person and outbound calling activities that provide...SuggestedNight shift
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Oklahoma City, OK1 day ago - ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
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Oklahoma City, OK2 days ago $21 per hour
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Oklahoma City, OK3 days ago- ...Application Deadline: 06/27/2026 Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Bilingual Personal Banker and kickstart your career with our industry-leading Banking Navigator...Suggested
BOK Financial
Oklahoma City, OK3 days ago - ...here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting... .... The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand...SuggestedWork experience placement
FFB Bank
Moore, OK10 hours ago - ...Part Time Personal Banker - Moore (5th Street) The Personal Banker is responsible for generating business and deepening relationships... ...Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote financial...Part timeBank staffLocal areaMonday to FridayWeekend work
MidFirst Business Credit, Inc.
Oklahoma City, OK4 days ago $29.53k - $56.95k
...Personal Bankers at UMB are experts at building customer relationships and recommending... ...interaction to identify needs and offer financial solutions to help customers secure their... ...UMB We are more than a company. We are advisors, consultants, problem solvers, friends,...Local areaFlexible hoursAfternoon shiftUMB Financial Corporation
Oklahoma City, OK2 days ago$18 - $19 per hour
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Oklahoma City, OK2 days ago- ...City National Bank and Trust Job Description: Personal Banker Department: Retail Status: Full time Equal Opportunity Employer... ...experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience...Full timeFlexible hours
City National Bank
Oklahoma City, OK3 days ago $136.85k - $215.63k
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...new business* Serve as the primary advisor for an assigned portfolio of diverse and... ...life insurance, paid vacation, and paid personal time. In addition, we offer career development...Full timeShift workMercantil Commercebank
Oklahoma City, OK3 days ago$20.67 - $31.25 per hour
## Personal BankerApplylocations: Feeding Hills, MAtime type: Full timeposted on: Posted... ...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...guidance and solutions to assist in client's financial wellness both in person and through...Hourly payWork experience placementFlexible hoursDay shiftKeyCorp
Oklahoma City, OK3 days ago- ...Personal Banker II Big things are happening in Edmond – and you could be right at the center of it! We're launching a brand-new branch... ...and maintains relationships with customers to help identify financial products and services that meet their personal and business...Local areaFlexible hours
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Edmond, OK6 days ago - ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Chase
Oklahoma City, OK10 hours ago - ...Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow...
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- ...experiences through attentive service and strong relationship management. You will work closely with clients to understand their financial needs and provide tailored solutions, integrating technology to assist them effectively. Candidates should have at least one year...
- ...RESPONSIBILITIES Build and maintain relationships with clients and prospects through in‑person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product and...Work at officeLocal areaAfternoon shift
- BOK Financial Corporation is seeking a Bilingual Personal Banker in Edmond, Oklahoma. The role involves delivering exceptional client experiences while assisting with banking services. You will undergo a comprehensive 9-week training program to prepare for client interactions...
$22 - $23 per hour
...Relationship Banker (Floater) role blends the responsibilities of a teller and a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. This role travels between branch locations as needed...Work at officeLocal areaImmediate startShift work$18.54 - $19.57 per hour
Cape Cod 1500 Iyannough Road Cape Cod, MA 02601, USA Pay or shift range: $18.54 USD to $19.57 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other...TraineeshipShift work- ...Relationship Banker in Oklahoma City to build relationships with small business clients. The role focuses on business development, providing financial guidance, and engaging with the community. The ideal candidate has 3+ years in outside sales or banking, strong consultative sales...Local area
$21 per hour
A boutique talent acquisition firm is seeking a Personal Banker in Oklahoma City. The role involves greeting customers, identifying their financial needs, and processing transactions. Ideal candidates have sales experience, cash handling skills, and an ability to build...- Cape Cod Five Cents Savings Bank is hiring a Relationship Banker I for its retail banking center in Massachusetts. In this customer-facing position, you will provide exceptional care and assist customers with their banking transactions, making sure to address any inquiries...
- BOK Financial Corporation in Oklahoma City is looking for a Bilingual Personal Banker to provide exceptional client experiences. This role involves delivering a range of retail products and services while supporting clients through various communication channels. The successful...Start working today
- ...exceptional client experience. You will assess financial needs and provide solutions through bank... .... Achieve individual goals through in‑person and outbound calling activities, sharing... ...institutional, mortgage, and financial advisors). Maintain a high level of client...
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