Personal Financial Advisor Jobs in Kentucky
planning goals of current clients through holistic wealth management strategies.Ability to understand, apply and communicate estate and financial planning concepts to clients, while managing multifaceted...
In PersonEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals....
HybridWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY
- 14 days ago
- Louisville, KY
- 14 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 Person- Fifth Third Bank, National Association
- Bowling Green, KY
- 30+ days ago
- Bowling Green, KY
- 30+ days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
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
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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