Personal Financial Advisor Jobs in Lothian, MD
- Burke & Herbert Bank & Trust
- Alexandria, VA (22 miles from Lothian, MD)
- 26 days ago
- Alexandria, VA (22 miles from Lothian, MD)
- 26 days ago
The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs....
In Person- International Rescue Committee
- Silver Spring, MD (24 miles from Lothian, MD)
- 30+ days ago
- Silver Spring, MD (24 miles from Lothian, MD)
- 30+ days ago
Increase participant knowledge of financial services and credit offerings Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client...
RemoteFinancial Wealth Advisor - Greater Washington, DC/Northern VA
- Corebridge Financial Inc.
- Washington, DC (22 miles from Lothian, MD)
- 30+ days ago
- Washington, DC (22 miles from Lothian, MD)
- 30+ days ago
Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Washington, DC (22 miles from Lothian, MD)
- 60+ days ago
- Washington, DC (22 miles from Lothian, MD)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonFinancial Wealth Advisor - Alexandria, VA
- Corebridge Financial Inc.
- Alexandria, VA (22 miles from Lothian, MD)
- 90+ days ago
- Alexandria, VA (22 miles from Lothian, MD)
- 90+ days ago
Job Description Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts....
Remote- Fulton Financial
- Severna Park, MD (19 miles from Lothian, MD)
- 90+ days ago
- Severna Park, MD (19 miles from Lothian, MD)
- 90+ days ago
(Required) 7 or more years banking or financial services with bank credit and mortgage credit products and processes. (Preferred) Certifications Series 6, 66, or 7 life insurance licenses....
In Person- United Bank, Inc.
- Washington, DC (22 miles from Lothian, MD)
- 90+ days ago
- Washington, DC (22 miles from Lothian, MD)
- 90+ days ago
management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...
In PersonDemographic Data for Lothian, MD
Moving to Lothian, MD? Find some basic demographic data about Lothian, MD below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lothian, MD
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lothian, MD 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
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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