Personal Financial Advisor Jobs in Vera, OK
- Tulsa, OK (21 miles from Vera, OK)
- 1 day ago
- Tulsa, OK (21 miles from Vera, OK)
- 1 day ago
that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance...
- Tulsa, OK (21 miles from Vera, OK)
- 45+ days ago
- Tulsa, OK (21 miles from Vera, OK)
- 45+ days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Vera, OK
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Vera, 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills