Personal Financial Advisor Jobs in Pewee Valley, KY
- Stock Yards Bank & Trust
- Louisville, KY (15 miles from Pewee Valley, KY)
- 13 days ago
- Louisville, KY (15 miles from Pewee Valley, KY)
- 13 days ago
planning goals of current clients through holistic wealth management strategies.Ability to understand, apply and communicate estate and financial planning concepts to clients, while managing multifaceted...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY (15 miles from Pewee Valley, KY)
- 25 days ago
- Louisville, KY (15 miles from Pewee Valley, KY)
- 25 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Wealth Management
- PNC
- Louisville, KY (14 miles from Pewee Valley, KY)
- 26 days ago
- Louisville, KY (14 miles from Pewee Valley, KY)
- 26 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 Pewee Valley, KY
Moving to Pewee Valley, KY? Find some basic demographic data about Pewee Valley, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pewee Valley, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pewee Valley, 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Accruals
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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