Personal Financial Advisor Jobs in Louisville, KY
Personal Bookkeeper & Financial Coach (Remote, Part-Time to Full-Time)
- Louisville, KY
- 8 days ago
- Louisville, KY
- 8 days ago
Personal Bookkeeper & Financial Coach (Remote, Part-Time to Full-Time) image 1 of 1 compensation: Hourly employment type: job title: Bookkeeper financial coach About Me: I'm looking for a...
Remote WorkInvestment and wealth management products (mutual funds, advisory services, estate planning strategies, and business solutions)....
Assoicate Investment Strategy Team Wealth Advisor
- Louisville, KY
- 30+ days ago
- Louisville, KY
- 30+ days ago
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a...
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....
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Demographic Data for Louisville, KY
Moving to Louisville, KY? Find some basic demographic data about Louisville, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Louisville, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Louisville, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Investment Analysis
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Risk Analysis
- Financial Planning
- Portfolio Management
- Due Diligence
- Financial Services
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Reporting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Problem Solving
- Leadership
- Communication Skills
- Relationship Management
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