Personal Financial Advisor Jobs in Edgewood, KY
Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Cincinnati, OH (11 miles from Edgewood, KY)
- 4 days ago
- Cincinnati, OH (11 miles from Edgewood, KY)
- 4 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- First Financial Bank
- West Chester, OH (23 miles from Edgewood, KY)
- 60+ days ago
- West Chester, OH (23 miles from Edgewood, KY)
- 60+ days ago
planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of...
In PersonDemographic Data for Edgewood, KY
Moving to Edgewood, KY? Find some basic demographic data about Edgewood, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Edgewood, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Edgewood, 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
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Client Relationships
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- 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