Personal Financial Advisor Jobs in Kenton, KY
- U.S. Bancorp
- Cincinnati, OH (20 miles from Kenton, KY)
- 3 days ago
- Cincinnati, OH (20 miles from Kenton, KY)
- 3 days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In Person- Accenture
- Cincinnati, OH (20 miles from Kenton, KY)
- 11 days ago
- Cincinnati, OH (20 miles from Kenton, KY)
- 11 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Cincinnati, OH (20 miles from Kenton, KY)
- 11 days ago
- Cincinnati, OH (20 miles from Kenton, KY)
- 11 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Kenton, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Kenton, 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
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- 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
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