Personal Financial Advisor Jobs in Parks, AZ
- OneAZ Credit Union
- Flagstaff, AZ (21 miles from Parks, AZ)
- 60+ days ago
- Flagstaff, AZ (21 miles from Parks, AZ)
- 60+ days ago
FINRA Registration: SIE, Series 7, 63/65 (or 66), required AZ Life, Health and Variable Products License, required Certified Financial Planner (CFP), preferred A passion for people, innovation, and...
In PersonDemographic Data for Parks, AZ
Moving to Parks, AZ? Find some basic demographic data about Parks, AZ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Parks, AZ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Parks, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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