Personal Financial Advisor Jobs in Concordia, MO
Student Employee - Peer Financial Coach
- University of Central Missouri (UCM)
- Warrensburg, MO (13 miles from Concordia, MO)
- 10 hours ago
- Warrensburg, MO (13 miles from Concordia, MO)
- 10 hours ago
The Financial Literacy Center, located in Union Room 128 A4 (inside the Success Advising Center), helps students take control of their finances through one-on-one coaching, workshops, and...
In PersonDemographic Data for Concordia, MO
Moving to Concordia, MO? Find some basic demographic data about Concordia, MO below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Concordia, MO
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Concordia, MO 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
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- 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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