Personal Financial Advisor Jobs in Otsego, MN
- Minnetonka, MN (23 miles from Otsego, MN)
- 13 days ago
- Minnetonka, MN (23 miles from Otsego, MN)
- 13 days ago
Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team....
Demographic Data for Otsego, MN
Moving to Otsego, MN? Find some basic demographic data about Otsego, MN below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Otsego, MN
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Otsego, 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
- Customer Retention
- Asset Management
- 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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