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 3 days ago
Similar jobs that could be interesting for youBased on the Personal Financial Advisors(パーソナル・ファイナンシャルアドバイザー) in Oklahoma City, OK vacancy
- ...Personal Banker Edmond, OK, US, 73003 Req ID: 78026 Location: Edmond -EDMO Areas of Interest: Consumer Banking Pay Transparency Salary... ...Range: Not Available Application Deadline: 06/04/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,...SuggestedLocal area
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First Fidelity Bank
Oklahoma City, OK52 minutes 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...SuggestedTemporary workWork experience placementLocal area
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Oklahoma City, OK7 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...SuggestedTemporary workWork experience placementLocal area
JPMorgan Chase Bank, N.A.
Oklahoma City, OK4 days ago - BOK Financial in Edmond, Oklahoma, is seeking a Personal Banker. In this role, you will deliver exceptional client experience while providing a variety of banking services. You'll participate in a 9-week Banking Navigator training program that equips you with necessary...Suggested
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- Summary In this customer-facing role, the Relationship Banker Trainee will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at a full-service Cape Cod 5 Retail ...Traineeship
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- ...a Relationship Banker (Floater) to blend teller duties with personalized banking services. The role involves traveling between branches... ...exceptional customer service, promoting bank products, and performing financial transactions. Candidates should have strong sales skills,...Work at officeFlexible hours
$20 - $24.95 per hour
...flexible hours and offers a pay range of $20.00 - $24.95 per hour. Qualifications include a high school diploma, with a preference for a college degree and experience in sales and financial services. Bilingual applicants are encouraged to apply. #J-18808-Ljbffr Arvest BankHourly payFlexible hours- A leading financial services company is seeking a Relationship Banker in Martha's Vineyard, MA. In this role, you will serve as a trusted advisor to customers, focusing on building long-lasting relationships and providing tailored financial solutions. You are expected to...
- ...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
- ...accurately and efficiently processing cash transactions, having deep conversations with clients to gain in‑depth knowledge of their financial priorities, and connecting clients to solutions that meet their financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
- ...awareness to protect the digital environment, the Bank, and customers Competencies Courage Technology Savviness / Digital Enthusiast Financial Comprehension Adaptability and Flexibility Eager and Agile Learner Working Relationships / Contacts Existing and potential...Bank staffWork at officeRemote workNight shift
$20 - $23 per hour
The Village Bank in Auburndale, MA is seeking a Floating Personal Banker I to provide banking products and services to customers. The role involves assisting customers with their transactions, identifying sales opportunities, and maintaining confidentiality in banking...Hourly payFlexible hours- An established industry player is seeking a Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team...
- ...focuses on building relationships with small business clients, requiring outside sales experience and the ability to provide tailored financial solutions. The candidate will engage with the community, conduct client meetings, and drive revenue growth by expanding existing...
- BOK Financial Corporation is seeking a Personal Banker in Edmond, OK, to provide an exceptional client experience and build long-term relationships. The role includes opening accounts, educating clients, and resolving issues. Successful candidates will have at least 1 year...Traineeship
- ...candidates will have a High School Diploma and some retail experience. The bank offers a supportive culture with opportunities for personal growth and exceptional benefits. Join a team committed to making a difference in the community while achieving performance goals....
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$20 - $22.36 per hour
...Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising customers on financial products, performing banking transactions, and maintaining customer confidentiality. The ideal candidate will have prior customer...- BOK Financial Corporation in Oklahoma City seeks a Personal Banker to deliver exceptional client experiences and build long-term relationships. As part of a comprehensive training program, you will receive hands-on guidance to effectively assist clients with banking products...Traineeship
$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 work- Rockland Trust Company in Massachusetts seeks a Banker to provide exceptional customer service and financial guidance in a retail branch setting. The role involves supporting customer relationships, executing transactions, and achieving sales goals. Candidates should have...
$25.75 - $30.9 per hour
...needs in a proactive manner Proficient in determining customers’ financial needs and identifies referrals to other business lines, e.g.,... ..., including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more...Shift work$20 - $24.95 per hour
...suite of benefits, including a full range of health and life, financial, and wellness benefits. Position is based at 1900 S Douglas Blvd... ...to work cooperatively with other co‑workers regardless of personality, presence or communication style Must be able to provide cordial...Hourly payMonday to ThursdayFlexible hoursNight shift- ...customers while providing exemplary service tailored to their financial needs. Candidates should exhibit outstanding communication, critical... ...to customer satisfaction. With plenty of opportunities for personal and professional growth, this position is ideal for passionate...
- MidFirst Bank is seeking a dedicated customer service representative in Oklahoma City. The successful candidate will manage customer inquiries in a friendly manner, with a focus on quality service. This full-time, onsite position covers weekday shifts from 7 am to 4 pm ...Full timeShift workWeekday work
- Fidelity Bank, NA in Edmond, OK is looking for a customer-oriented individual to represent their products and services as a part of the branch team. The ideal candidate will have two years of customer interaction experience, sales skills, and strong communication abilities...Relocation package
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