Personal Financial Advisor Jobs in Spraggs, PA
460 - Trust - Region VI - Wealth Advisor Associate II
- First United Bank and Trust
- Morgantown, WV (13 miles from Spraggs, PA)
- 30+ days ago
- Morgantown, WV (13 miles from Spraggs, PA)
- 30+ days ago
For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our...
In PersonWealth Management Advisor-Morgantown, WV
- TIAA
- Morgantown, WV (13 miles from Spraggs, PA)
- 45+ days ago
- Morgantown, WV (13 miles from Spraggs, PA)
- 45+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In PersonDemographic Data for Spraggs, PA
Moving to Spraggs, PA? Find some basic demographic data about Spraggs, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Spraggs, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Spraggs, 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Mortgage Processing
- Lending
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills