Personal Financial Advisor Jobs in Baskett, KY
- German American Bancorp, Inc.
- Evansville, IN (8 miles from Baskett, KY)
- 19 hours ago
- Evansville, IN (8 miles from Baskett, KY)
- 19 hours ago
What It Takes: Certified Financial Planner desired Certified Trust and Fiduciary Advisor Ability to travel as needed Proven ability to generate new business revenue Knowledge of Estate Planning, Financial...
In Person- Old National Bank
- Evansville, IN (8 miles from Baskett, KY)
- 60+ days ago
- Evansville, IN (8 miles from Baskett, KY)
- 60+ days ago
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a...
In Person- Old National Bank
- Evansville, IN (8 miles from Baskett, KY)
- 90+ days ago
- Evansville, IN (8 miles from Baskett, KY)
- 90+ days ago
Provide Advice to clients through Financial Planning: Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies...
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Baskett, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Baskett, KY 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
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Business Development
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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