Personal Financial Advisor Jobs in Oklahoma
Divisional Wealth Management Consultant - Now Hiring
- Kansas, OK
- 13 hours ago
- Kansas, OK
- 13 hours ago
I can succeed as a Divisional Wealth Management Consultant at Capital Group....
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...
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...
Demographic Data for Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oklahoma
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oklahoma 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
- Risk Management
- Relationship Management
- Finance
- Written Communication
- 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
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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