Personal Financial Advisor Jobs in Brooks, KY
Wealth Advisor - PNC Wealth Management
- PNC
- Louisville, KY (13 miles from Brooks, KY)
- 9 hours ago
- Louisville, KY (13 miles from Brooks, KY)
- 9 hours ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Management Advisor I Louisville, KY, USA
- Fifth Third Bank
- Louisville, KY (13 miles from Brooks, KY)
- 2 days ago
- Louisville, KY (13 miles from Brooks, KY)
- 2 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- Fifth Third Bank
- Louisville, KY (13 miles from Brooks, KY)
- 6 days ago
- Louisville, KY (13 miles from Brooks, KY)
- 6 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In PersonDemographic Data for Brooks, KY
Moving to Brooks, KY? Find some basic demographic data about Brooks, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Brooks, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Brooks, 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
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Reporting
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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