Personal Financial Advisor Jobs in Southwest, PA
Wealth Advisor - Somerset County
- Somerset Trust Company
- Somerset, PA (23 miles from Southwest, PA)
- 24 days ago
- Somerset, PA (23 miles from Southwest, PA)
- 24 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 - Fayette County
- Somerset Trust Company
- Uniontown, PA (24 miles from Southwest, PA)
- 24 days ago
- Uniontown, PA (24 miles from Southwest, PA)
- 24 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 (9 miles from Southwest, PA)
- 24 days ago
- Greensburg, PA (9 miles from Southwest, PA)
- 24 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 PersonConsultant/Wealth Management Compliance
- ACA Group
- West Mifflin, PA (23 miles from Southwest, PA)
- 30+ days ago
- West Mifflin, PA (23 miles from Southwest, PA)
- 30+ days ago
This role will be based out of one of our current office locations (New York City, Boston (opening 2026), Pittsburgh, Chattanooga, Portland Maine and Medford Oregon or future office locations:...
HybridWealth Advisor - PNC Investments
- PNC
- Pittsburgh, PA (23 miles from Southwest, PA)
- 60+ days ago
- Pittsburgh, PA (23 miles from Southwest, 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 Southwest, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Southwest, 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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