Personal Financial Advisor Jobs in Buckner, KY
- US Bank
- Louisville, KY (18 miles from Buckner, KY)
- 30+ days ago
- Louisville, KY (18 miles from Buckner, KY)
- 30+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In Person- Stock Yards Bank & Trust
- Louisville, KY (18 miles from Buckner, KY)
- 45+ days ago
- Louisville, KY (18 miles from Buckner, KY)
- 45+ days ago
Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY (18 miles from Buckner, KY)
- 60+ days ago
- Louisville, KY (18 miles from Buckner, KY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Wealth Management
- PNC
- Louisville, KY (18 miles from Buckner, KY)
- 60+ days ago
- Louisville, KY (18 miles from Buckner, KY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Buckner, KY
Moving to Buckner, KY? Find some basic demographic data about Buckner, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Buckner, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Buckner, 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
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills