Personal Financial Advisor Jobs in Crossgate, KY
Wealth Advisor - PNC Wealth Management Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group
- Louisville, KY (7 miles from Crossgate, KY)
- 12 days ago
- Louisville, KY (7 miles from Crossgate, KY)
- 12 days ago
Wealth Advisor - PNC Wealth Management PNC Financial Services Group 3.6 ( ) Louisville, KY Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
In PersonWealth Advisor - Truist Wealth
- Truist
- Louisville, KY (7 miles from Crossgate, KY)
- 60+ days ago
- Louisville, KY (7 miles from Crossgate, KY)
- 60+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In PersonDemographic Data for Crossgate, KY
Moving to Crossgate, KY? Find some basic demographic data about Crossgate, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Crossgate, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Crossgate, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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