Personal Financial Advisor Jobs in Midway, KY
- US Bank
- Lexington, KY (15 miles from Midway, KY)
- 15 days ago
- Lexington, KY (15 miles from Midway, KY)
- 15 days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In Person- Fifth Third Bank
- Lexington, KY (15 miles from Midway, KY)
- 30+ days ago
- Lexington, KY (15 miles from Midway, KY)
- 30+ days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Lexington, KY (15 miles from Midway, KY)
- 90+ days ago
- Lexington, KY (15 miles from Midway, KY)
- 90+ 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 Midway, KY
Moving to Midway, KY? Find some basic demographic data about Midway, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Midway, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Midway, 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
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Presentation
- Business Development
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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