Personal Financial Advisor Jobs in Odessa, FL
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Tampa, FL (15 miles from Odessa, FL)
- 4 days ago
- Tampa, FL (15 miles from Odessa, FL)
- 4 days ago
plans and portfolios for clients....
In Person- Sequoia Financial Group
- Tampa, FL (15 miles from Odessa, FL)
- 90+ days ago
- Tampa, FL (15 miles from Odessa, FL)
- 90+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
In PersonDemographic Data for Odessa, FL
Moving to Odessa, FL? Find some basic demographic data about Odessa, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Odessa, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Odessa, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Sales
- Bachelor's Degree
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Customer Service
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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