Personal Financial Advisor Jobs in Kentucky
Significant experience in wealth management, financial planning, or private client advisory roles. Demonstrated success in business development, referral-based growth, and relationship management....
In PersonBank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
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
- 60+ days ago
- Louisville, KY
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonEstablishes 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- OFAC
- Retirement Planning
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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