Personal Financial Advisor Jobs in Oklahoma City, OK
Managing Advisor, Wealth Advisors
- FORVIS, LLP
- Oklahoma City, OK
- 2 days ago
- Oklahoma City, OK
- 2 days ago
Minimum Qualifications: Bachelor's Degree 5+ years of experience in financial planning or accounting, with a focus on advising high-net-worth individuals and families Current and active Certified Financial...
In PersonDemographic Data for Oklahoma City, OK
Moving to Oklahoma City, OK? Find some basic demographic data about Oklahoma City, OK below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oklahoma City, OK
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oklahoma City, OK 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
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- 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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