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....
What it Takes: Certified Financial Planner or advanced degree desired Proven ability to generate new business revenue Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management...
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
Goodwill Industries of Kentucky is looking for an energetic, self-motivated, detail-oriented Financial Coach to join our team! The Financial Coach will provide individualized financial guidance,...
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
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....
Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....
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 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
- Asset Allocation
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Coaching
- Public Speaking
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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