Personal Financial Advisor Jobs in Mount Washington, KY

1-4 of 4 Jobs

Wealth Advisor - PNC Investments

  • Louisville, KY (18 miles from Mount Washington, KY)
  • 60+ days ago
  • Louisville, KY (18 miles from Mount Washington, KY)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor - PNC Investments

  • Louisville, KY (18 miles from Mount Washington, KY)
  • 60+ days ago
  • Louisville, KY (18 miles from Mount Washington, KY)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor

  • Louisville, KY (18 miles from Mount Washington, KY)
  • 90+ days ago
  • Louisville, KY (18 miles from Mount Washington, KY)
  • 90+ days ago

Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....

Wealth Advisor III - Kentucky

  • Louisville, KY (18 miles from Mount Washington, KY)
  • 90+ days ago
  • Louisville, KY (18 miles from Mount Washington, KY)
  • 90+ days ago

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....

Demographic Data for Mount Washington, KY

Moving to Mount Washington, KY? Find some basic demographic data about Mount Washington, KY below.

Local
National
23,597
310
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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Salary for Personal Financial Advisor Jobs in Mount Washington, KY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Mount Washington, KY offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Mount Washington, KY
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!