Personal Financial Advisor Jobs in Lehigh Valley, PA
- Penn State University Talent Acquisition
- Souderton, PA (24 miles from Lehigh Valley, PA)
- 29 days ago
- Souderton, PA (24 miles from Lehigh Valley, PA)
- 29 days ago
You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Allentown, PA (3 miles from Lehigh Valley, PA)
- 60+ days ago
- Allentown, PA (3 miles from Lehigh Valley, PA)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lehigh Valley, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lehigh Valley, PA 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
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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