Personal Financial Advisor Jobs in Prospect, ME
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1 Jobs
Financial Advisor/Wealth Management Personal Assistant
- Varney Agency
- Bangor, ME (23 miles from Prospect, ME)
- 21 days ago
- Bangor, ME (23 miles from Prospect, ME)
- 21 days ago
planning, investments, and wealth management Series licenses a plus (or willingness to obtain)...
In PersonDemographic Data for Prospect, ME
Moving to Prospect, ME? Find some basic demographic data about Prospect, ME below.
Local
National
1,362,217
42,064
Personal Financial Advisor Online Courses and Training Opportunities
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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Salary for Personal Financial Advisor Jobs in Prospect, ME
Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Prospect, ME offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Prospect, ME
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Estate Planning
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Due Diligence
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- 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
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
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