Personal Financial Advisor Jobs in Mc Clure, OH
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1 Jobs
Retirement Plan Wealth Advisor
- SB Financial Group Inc.
- Defiance, OH (19 miles from Mc Clure, OH)
- 30+ days ago
- Defiance, OH (19 miles from Mc Clure, OH)
- 30+ days ago
Identify opportunities to deliver holistic wealth management solutions, including investment, trust, and estate planning....
In PersonDemographic Data for Mc Clure, OH
Moving to Mc Clure, OH? Find some basic demographic data about Mc Clure, OH below.
Local
National
11,799,441
250,936
Personal Financial Advisor Online Courses and Training Opportunities
iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Salary for Personal Financial Advisor Jobs in Mc Clure, OH
Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Mc Clure, OH offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Mc Clure, OH
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Estate Planning
- Alternative Investments
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Client Relationships
- Investment Management
- Lending
- Tax Planning
- Portfolio Management
- Mortgage Processing
- Financial Planning
- Due Diligence
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
Other Career Titles
Here are some other career titles that require similar skills