Personal Financial Advisor Jobs in Pacific Junction, IA
Wealth Advisor-Investment Officer
- Union Bank and Trust
- Omaha, NE (18 miles from Pacific Junction, IA)
- 60+ days ago
- Omaha, NE (18 miles from Pacific Junction, IA)
- 60+ days ago
Completion of Certified Financial Planner (CFP) program or successful progress toward obtaining the CFP designation. 3-5 years’ experience in investment advisory, financial planning or related field...
HybridDemographic Data for Pacific Junction, IA
Moving to Pacific Junction, IA? Find some basic demographic data about Pacific Junction, IA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pacific Junction, IA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pacific Junction, IA 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Portfolio Management
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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