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b1BANK

Financial Advisor, Wealth Solutions

Lafayette, LA · On-site

... personal finance, and a commitment to exceptional client service. Specific Job Functions * Proactively follows up on prospect referrals from the bank system and identifies potential prospects through ...

BC Holdings of TN

Financial Coach

Nashville, TN

Educate clients on personal finance topics such as budgeting, saving, and investing. * Provide actionable solutions to enhance clients' financial health and wellness. * Build and maintain strong ...

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How much do personal finance jobs pay per year?

As of Jul 20, 2026, the average yearly pay for personal finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Personal Finance position, and why are they important?

To succeed in Personal Finance roles, strong analytical abilities, financial planning knowledge, and a relevant degree (such as in finance, accounting, or economics) are essential. Familiarity with financial planning software, budgeting tools, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent communication, active listening, and interpersonal skills help build trust and effectively guide clients toward their financial goals. These qualifications are important to provide accurate financial advice, manage client relationships, and ensure compliance with industry standards.

What are some common challenges faced by professionals in personal finance roles?

Personal finance professionals often encounter the challenge of balancing multiple clients' unique needs while keeping up with changing financial regulations and market trends. They must also adeptly address clients' emotional responses to financial decisions, which requires both technical expertise and strong interpersonal skills. Continuous learning and staying current with new products or legislation are necessary to provide the best advice. However, overcoming these challenges provides valuable experience and can lead to significant professional growth in the industry.

What is a Personal Finance job?

A Personal Finance job involves helping individuals manage their money, budget, save, invest, and plan for financial goals like retirement or buying a home. Professionals in this field may work as financial advisors, planners, or coaches, providing guidance on debt management, insurance, and wealth building. They analyze financial situations, recommend strategies, and educate clients on making informed financial decisions. Strong analytical skills and a deep understanding of financial principles are essential for success in this career.

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Personal Finance jobs near you
Financial Advisor, Wealth Solutions

Financial Advisor, Wealth Solutions

b1BANK

Lafayette, LA • On-site

Full-time

Re-posted yesterday

Job description

Summary

The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service.

Specific Job Functions

  • Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts.
  • Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation.
  • Conducts thorough financial planning and analysis to grasp clients’ needs, objectives, and risk tolerance.
  • Crafts personalized financial plans and investment strategies that meet clients’ goals and financial situations.
  • Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in clients’ circumstances or financial landscape.
  • Ensures client satisfaction by coordinating with cross-company service teams for timely delivery, issue resolution, and effectively communicating the clients’ concerns and needs.
  • Cross-sells products/services and leads the development of new solutions to meet clients’ needs, coordinates presentations, involves experts as needed, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
  • Displays sound technical and industry knowledge in managing and delivering products and services for clients form the initial appointment, including transactions, analyzing needs, recommending improvements, and assessing the impact of new or additional services.
  • Forges relationships with b1Bank team, community contacts, and professional advisors to identify leads and new business opportunities.
  • Complies with all regulatory and compliance requirements.

Minimum Job Requirements

  • Bachelor degree in Finance, Economics, Business Administration, or related field required.
  • Master’s degree or professional certifications (e.g., CFP®, CFA) preferred.
  • 4-7 years of sales experience in the financial service industry is required.
  • Must demonstrate ability to develop and maintain client relationships.
  • Proficient in financial markets, investment products, and personal finance principles.
  • Demonstrates strong financial and analytical skills.
  • Possess strong organizational and interpersonal skills.
  • Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients.
  • Detail-oriented with strong ethical standards and professionalism.
  • Proficient in computer skills, financial planning software, and Microsoft Suite.
  • Must have active FINRA Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these licenses within 75 days of hire.

Equal Opportunity Employer/Veterans/Disabled