Personal Financial Advisor Jobs in Manning, OR
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1 Jobs
Wealth Advisor - Mechanics Bank
- LPL Financial Services
- Vancouver, WA (23 miles from Manning, OR)
- 60+ days ago
- Vancouver, WA (23 miles from Manning, OR)
- 60+ days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
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Introduction to Personal Financial Planning
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Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
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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...
Salary for Personal Financial Advisor Jobs in Manning, OR
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 Manning, OR 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 Manning, OR
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
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Accruals
- Investment Banking
- OFAC
- Retirement Planning
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- 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!
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