Personal Financial Advisor Jobs in Watterson Park, KY
Wealth Advisor - PNC Wealth Management Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group
- Louisville, KY (7 miles from Watterson Park, KY)
- 22 days ago
- Louisville, KY (7 miles from Watterson Park, KY)
- 22 days ago
Wealth Advisor - PNC Wealth Management PNC Financial Services Group 3.6 ( ) Louisville, KY Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
In PersonWealth Advisor - Truist Wealth
- Truist
- Louisville, KY (7 miles from Watterson Park, KY)
- 60+ days ago
- Louisville, KY (7 miles from Watterson Park, KY)
- 60+ 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....
In PersonDemographic Data for Watterson Park, KY
Moving to Watterson Park, KY? Find some basic demographic data about Watterson Park, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Watterson Park, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Watterson Park, 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
- Estate Planning
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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