Personal Financial Advisor Jobs in Kentucky
Position Summary \n This position is primarily responsible for establishing value-added relationships with members, understanding their financial needs and offering solutions to meet those needs....
In PersonBank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In PersonEnsures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In PersonPartner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY
- 90+ days ago
- Louisville, 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 Kentucky
Moving to Kentucky? Find some basic demographic data about Kentucky below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Kentucky
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Kentucky 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Risk Analysis
- E-Verify
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Relationship Management
- Risk 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
- Customer Service
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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