Personal Financial Advisor Jobs in Crossgate, KY
- Stock Yards Bank & Trust
- Louisville, KY (7 miles from Crossgate, KY)
- 10 days ago
- Louisville, KY (7 miles from Crossgate, KY)
- 10 days ago
planning goals of current clients through holistic wealth management strategies.Ability to understand, apply and communicate estate and financial planning concepts to clients, while managing multifaceted...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY (7 miles from Crossgate, KY)
- 22 days ago
- Louisville, KY (7 miles from Crossgate, KY)
- 22 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 (7 miles from Crossgate, KY)
- 23 days ago
- Louisville, KY (7 miles from Crossgate, KY)
- 23 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 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
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Accruals
- Investment Banking
- Retirement Planning
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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