Personal Financial Advisor Jobs in Crittenden, KY
- Fifth Third Bank
- Newport, KY (20 miles from Crittenden, KY)
- 1 day ago
- Newport, KY (20 miles from Crittenden, KY)
- 1 day ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In PersonWealth Management Advisor-Alexandria, KY
- U.S. Bancorp
- Alexandria, KY (14 miles from Crittenden, KY)
- 90+ days ago
- Alexandria, KY (14 miles from Crittenden, KY)
- 90+ days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
In PersonDemographic Data for Crittenden, KY
Moving to Crittenden, KY? Find some basic demographic data about Crittenden, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Crittenden, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Crittenden, KY 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
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- 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