Personal Financial Advisor Jobs in Columbus, MN
Private Wealth Advisor / Relationship Manager
- Minneapolis, MN (22 miles from Columbus, MN)
- 22 days ago
- Minneapolis, MN (22 miles from Columbus, MN)
- 22 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth knowledge of Bank products, services and capabilities....
Income Sales Consultant - Wealth Management
- Minneapolis, MN (22 miles from Columbus, MN)
- 60+ days ago
- Minneapolis, MN (22 miles from Columbus, MN)
- 60+ days ago
What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
Demographic Data for Columbus, MN
Moving to Columbus, MN? Find some basic demographic data about Columbus, MN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Columbus, MN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Columbus, MN 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Regulations
- Microsoft PowerPoint
- Team Building
- Bachelor's Degree
- Research Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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