Personal Financial Advisor Jobs in Plattsmouth, NE
Wealth Advisor-Investment Officer
- Union Bank and Trust
- Omaha, NE (20 miles from Plattsmouth, NE)
- 60+ days ago
- Omaha, NE (20 miles from Plattsmouth, NE)
- 60+ days ago
Completion of Certified Financial Planner (CFP) program or successful progress toward obtaining the CFP designation. 3-5 years’ experience in investment advisory, financial planning or related field...
HybridDemographic Data for Plattsmouth, NE
Moving to Plattsmouth, NE? Find some basic demographic data about Plattsmouth, NE below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Plattsmouth, NE
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Plattsmouth, NE 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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