Personal Financial Advisor Jobs in Somerset, PA
Wealth Advisor - Cambria County
- Somerset Trust Company
- Johnstown, PA (22 miles from Somerset, PA)
- 1 day ago
- Johnstown, PA (22 miles from Somerset, PA)
- 1 day 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
- 1 day ago
- Somerset, PA
- 1 day 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 Somerset, PA
Moving to Somerset, PA? Find some basic demographic data about Somerset, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Somerset, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Somerset, 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
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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