Personal Financial Advisor Jobs in Laurel, FL
Wealth Advisor - Sarasota & Manatee Markets (Sarasota Homebase)
- Sarasota, FL (14 miles from Laurel, FL)
- 30+ days ago
- Sarasota, FL (14 miles from Laurel, FL)
- 30+ days ago
Certified Financial Planner (CFP) Certification Series 7 licensing Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local...
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Laurel, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Laurel, FL 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Policy Development
- Public Speaking
- Coaching
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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