Personal Financial Advisor Jobs in Prompton, PA
Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Scranton, PA (21 miles from Prompton, PA)
- 90+ days ago
- Scranton, PA (21 miles from Prompton, PA)
- 90+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Prompton, PA
Moving to Prompton, PA? Find some basic demographic data about Prompton, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Prompton, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Prompton, 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
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Lending
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Reimbursement
- Strategy Development
- Relationship Management
- Risk Management
- Finance
- Written Communication
- Presentation
- Business Development
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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