Personal Financial Advisor Jobs in Owasso, OK
- INTRUST Bank
- Tulsa, OK (12 miles from Owasso, OK)
- 1 day ago
- Tulsa, OK (12 miles from Owasso, OK)
- 1 day ago
At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and...
In PersonManaging Advisor, Wealth Advisors
- FORVIS, LLP
- Tulsa, OK (12 miles from Owasso, OK)
- 20 days ago
- Tulsa, OK (12 miles from Owasso, OK)
- 20 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 Owasso, OK
Moving to Owasso, OK? Find some basic demographic data about Owasso, OK below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Owasso, OK
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Owasso, 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
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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