Financial Services

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

5

Current Available Jobs

8,300

Projected job openings through 2032


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Programs

Personal Financial Advisors

Sort by:


ASU
  Online      Degree Program

Arizona State University
  AZ      Degree Program

Arizona Western College
  Yuma, AZ 85365      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Mohave Community College
  Kingman, AZ 86409      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Phoenix College
  Phoenix, AZ 85013-4234      Degree Program

Chandler-Gilbert Community College
  Chandler, AZ 85225-2479      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Glendale Community College
  Glendale, AZ 85302      Degree Program

Paradise Valley Community College
  Phoenix, AZ 85032-1200      Degree Program

Rio Salado College
  Tempe, AZ 85281-6950      Degree Program

Scottsdale Community College
  Scottsdale, AZ 85256-2626      Degree Program

South Mountain Community College
  Phoenix, AZ 85040      Degree Program

Mesa Community College
  Mesa, AZ 85202-4866      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Phoenix College
  Phoenix, AZ 85013-4234      Degree Program

Chandler-Gilbert Community College
  Chandler, AZ 85225-2479      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Glendale Community College
  Glendale, AZ 85302      Degree Program

Paradise Valley Community College
  Phoenix, AZ 85032-1200      Degree Program

Rio Salado College
  Tempe, AZ 85281-6950      Degree Program

Scottsdale Community College
  Scottsdale, AZ 85256-2626      Degree Program

South Mountain Community College
  Phoenix, AZ 85040      Degree Program

Mesa Community College
  Mesa, AZ 85202-4866      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Central Arizona College
  Coolidge, AZ 85128      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

ASU
  Online      Degree Program

Arizona State University
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

YearUp
  AZ      Degree Program

ASU
  Online      Degree Program

Arizona State University
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

Northern Arizona University
  Flagstaff, AZ 86011      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Northern Arizona University
  Flagstaff, AZ 86011      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • Wealth Management Client Service Associate
    Bank of America    Chandler, AZ 85224
     Posted 11 days    

    Job Description:
    Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
    • The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
    • You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
    • For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

    Skills:

    Account Management
    Client Management
    Customer and Client Focus
    Issue Management
    Oral Communications
    Business Development
    Client Solutions Advisory
    Pipeline Management
    Prioritization
    Administrative Services
    Emotional Intelligence
    Referral Identification
    Written Communications

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Industry

    Financial Services

    Employment Type

    Full Time

  • Strategic Account Manager & Sales Engineer - Remote
    EMD Electronics    Chandler, AZ 85286
     Posted 17 days    

    Work Your Magic with us! Start your next chapter and join EMD Serono.

    Ready to explore, break barriers, and discover more? We know you’ve got big plans – so do we! Our colleagues across the globe love innovating with science and technology to enrich people’s lives with our solutions in Healthcare, Life Science, and Electronics. Together, we dream big and are passionate about caring for our rich mix of people, customers, patients, and planet. That's why we are always looking for curious minds that see themselves imagining the unimaginable with us.

    United As One for Patients, our purpose in Healthcare is to help create, improve and prolong lives. We develop medicines, intelligent devices and innovative technologies in therapeutic areas such as Oncology, Neurology and Fertility. Our teams work together across 6 continents with passion and relentless curiosity in order to help patients at every stage of life. Joining our Healthcare team is becoming part of a diverse, inclusive and flexible working culture, presenting great opportunities for personal development and career advancement across the globe.

    This role does not offer sponsorship for work authorization. External applicants must be eligible to work in the US.

    Your Role

    The Sales Manager is responsible for North America strategic account for DS&S (Delivery Systems & Services) products and is the single point of contact for commercial and technical aspects, including providing sales quotations for capital equipment opportunities, technical lead for supporting molecule delivery requirements, leading efforts to resolve equipment field issues, and managing the monthly North America customer work group which reviews and resolves ongoing strategic initiatives and issues. Position promotes SERVICES, TURNKEY, GASGUARD, CHEMGUARD and related spares.

    Develop quotations for capital equipment and spares opportunities for new fabs, expansions, and process changes.
    Monitor order execution for capital equipment purchase orders to ensure scope definition is correct, manufacturing progressing on schedule and interface with customer for updates. Support technical issues between manufacturing and the customer.
    Provide technical sales support to customers, for spec gas and chemical precursor equipment (customer proposal, presentation, after market support)
    Obtain equipment volume forecasts from Customer. Provide forecast to DS (Delivery Systems) planning group for Sales and Operations process and capacity planning.
    Own and manage plan of record specifications/scope and associated change control process. This consist of managing change notifications with both Customer and EMD Electronics via our MOC process.
    Provide competitive feedback to DS market management to ensure solutions developed by DS align with Customer roadmap and process needs. Identify cost savings opportunities via alternative designs and components that benefit both EMD Electronics and the Customer. Owner of Customer Specific Equipment Price list and act as DS business area lead for contract negotiating content and T&Cs.
    Develop pricing for new products and services, working closely with Product Management & Services teams to ensure that we meet profitability targets for DS&S and Electronics division

    Preferred locations for this role are Chandler, AZ, Austin, TX or Allentown, PA. Other locations in the US may also be considered.

    Who You Are

    Minimum Qualifications:

    Bachelors degree in Mechanical Engineering, Chemical Engineering or other related discipline AND 5+ years work experience in sales, product management or with semiconductor related equipment
    OR
    10+ years semiconductor experience
    Up to 50% travel, domestic and international

    Preferred Qualifications:

    Masters degree in Mechanical Engineering, Chemical Engineering or other related discipline
    Sales track record, Change Management, Matrix Management, Critical Thinking (Analytical Capability), Project Management, Learning Agility
    Proficiency noticing/predicting patterns, trends or discrepancies when looking at information and data to create critical insights and use these to devise clear plans/recommendations on how an innovative approach or concept can solve a given business problem or realize business strategy.

    Pay Range for this position: $113,000 - $169,600

    Our ranges are derived from several sources, and largely reliant on relevant industry market data. Should we decide to make an offer, we will consider several factors, including but not limited to your location, skills, experience, career level, and other job-related factors. This role may offer the following benefits: medical, vision, and dental insurance; life insurance; disability insurance; a 401(k) matching program; paid time off; and paid holidays; among other employee benefits. This role may also be eligible for short-term or long-term incentive compensation, including, but not limited to, cash bonuses.

    What we offer: We are curious minds that come from a broad range of backgrounds, perspectives, and life experiences. We celebrate all dimensions of diversity and believe that it drives excellence and innovation, strengthening our ability to lead in science and technology. We are committed to creating access and opportunities for all to develop and grow at your own pace. Join us in building a culture of inclusion and belonging that impacts millions and empowers everyone to work their magic and champion human progress!

    Apply now and become a part of our diverse team!

    If you would like to know more about what diversity, equity, and inclusion means to us, please visit https://www.emdgroup.com/en/company/press-positions.html


    Seniority Level

    Experienced (5+ years, non-manager)

    Industry

    (STEM) Science, Technology, Engineering & Mathematics

    Employment Type

    Full Time

  • Ld Financial Counselor
    Phoenix Children's Hospital     Phoenix, AZ 85016
     Posted 22 days    

    This position guides and trains the Family Financial Counselors in working with patient families to educate them on insurance benefits, payment options and out of pocket amounts due, assisting them in obtaining 3rd party coverage through government and commercial avenues and walking them through the PCH financial assistance and premium assistance programs when applicable. The Lead Financial Counselor thinks creatively about coverage options in a changing healthcare environment and provides a customer service friendly approach that is coordinated with with the patient’s care team in order to ensure that the family has a full understanding of liability, coverage and coverage options, and payment options.


    Industry

    Health Sciences

    Employment Type

    Full Time

  • Wealth Management Client Associate
    Bank of America    Scottsdale, AZ 85254
     Posted about 1 month    

    Job Description:

    This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

    Responsibilities:

    Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
    Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
    Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
    Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
    Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

    Skills:

    Account Management
    Client Management
    Customer and Client Focus
    Issue Management
    Oral Communications
    Business Development
    Client Solutions Advisory
    Pipeline Management
    Prioritization
    Administrative Services
    Emotional Intelligence
    Referral Identification
    Written Communications

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5


    Seniority Level

    Entry (non-student)

    Industry

    Financial Services

    Employment Type

    Full Time

  • Advisor Development Program - Financial Solutions Advisor Trainee
    Bank of America    Maricopa, AZ 85139
     Posted 3 months    

    As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

    Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

    Required skills:

    Sets and accomplishes goals, achieving whatever you put your mind to.
    Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
    Communicates clearly and confidently with clients from all walks of life.
    Works well with others and collaborates productively to get things done.
    Can manage complexity, prioritize tasks and execute in a fast-paced environment.
    Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
    Efficiently manages your time and capacity.
    Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    Desired skills:

    Bilingual Spanish Preferred.
    Strong computer skills with an ability to multitask in a demanding environment.
    A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
    Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Industry

    Financial Services

    Employment Type

    Full Time


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