Personal Financial Advisor Jobs in Bernalillo, NM
- Hub International
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 60+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 60+ days ago
services industry Series 65, or CFP required Skills and Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning...
In PersonWealth Management Advisor - Albuquerque
- U.S. Bancorp
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 60+ days ago
- Albuquerque, NM (20 miles from Bernalillo, NM)
- 60+ days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
In PersonDemographic Data for Bernalillo, NM
Moving to Bernalillo, NM? Find some basic demographic data about Bernalillo, NM below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bernalillo, NM
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bernalillo, NM 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
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- 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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