Personal Financial Advisor Jobs in Oregon
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridAssociate Wealth Management Advisor - Gresham, OR
- U.S. Bancorp
- Gresham, OR
- 29 days ago
- Gresham, OR
- 29 days ago
planning advice - Effective interpersonal, verbal and written communication skills - Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended...
In Personfinancial planner, investment advisor Representative, or wealth manager....
In Person- Focus Financial Partners
- Portland, OR
- 45+ days ago
- Portland, OR
- 45+ days ago
#LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
RemoteWealth Advisor - Mechanics Bank
- LPL Financial Services
- Lake Oswego, OR
- 90+ days ago
- Lake Oswego, OR
- 90+ 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....
In PersonDedicated 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....
In PersonDemographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oregon
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oregon offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- OFAC
- Retirement Planning
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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