Personal Financial Advisor Jobs in Kentucky
Internal Retirement Specialist - Frankfort, KY
- Frankfort, KY
- 20 hours ago
- Frankfort, KY
- 20 hours ago
Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results....
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....
Assoicate Investment Strategy Team Wealth Advisor
- Louisville, KY
- 18 days ago
- Louisville, KY
- 18 days ago
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a...
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....
Wealth Advisor - Retirement Services Officer
- Bowling Green, KY
- 25 days ago
- Bowling Green, KY
- 25 days ago
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Wealth Advisor - Retirement Services Officer
- Bowling Green, KY
- 25 days ago
- Bowling Green, KY
- 25 days ago
Stay Informed: Maintain up-to-date knowledge of retirement regulations and financial planning best practices....
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...
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....
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....
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
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Retirement Planning
- BSA
- Commercial Lending
- Accruals
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Services
- Financial Planning
- Due Diligence
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Flexibility
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
- Relationship Management
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