Personal Financial Advisor Jobs in Somersworth, NH
- The Rogan Group
- Portsmouth, NH (13 miles from Somersworth, NH)
- 45+ days ago
- Portsmouth, NH (13 miles from Somersworth, NH)
- 45+ days ago
The Rogan Group, Inc. is an executive search firm specializing in Accounting & Finance, Insurance, Legal, and Wealth Management....
In PersonDemographic Data for Somersworth, NH
Moving to Somersworth, NH? Find some basic demographic data about Somersworth, NH below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Somersworth, NH
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Somersworth, NH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Financial Analysis
- Business Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Coaching
- Presentation
- Reporting
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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