Personal Financial Advisor Jobs in Latrobe, PA
Wealth Advisor - Cambria County
- Somerset Trust Company
- Johnstown, PA (24 miles from Latrobe, PA)
- 45+ days ago
- Johnstown, PA (24 miles from Latrobe, PA)
- 45+ days ago
SUMMARY: Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management....
In PersonWealth Advisor - Somerset County
- Somerset Trust Company
- Somerset, PA (22 miles from Latrobe, PA)
- 45+ days ago
- Somerset, PA (22 miles from Latrobe, PA)
- 45+ days ago
SUMMARY: Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management....
In PersonWealth Advisor - Westmoreland County
- Somerset Trust Company
- Greensburg, PA (8 miles from Latrobe, PA)
- 45+ days ago
- Greensburg, PA (8 miles from Latrobe, PA)
- 45+ days ago
SUMMARY: Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management....
In PersonDemographic Data for Latrobe, PA
Moving to Latrobe, PA? Find some basic demographic data about Latrobe, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Latrobe, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Latrobe, PA 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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