Personal Financial Advisor Jobs in Swatara, PA
- F&M Trust
- Harrisburg, PA (5 miles from Swatara, PA)
- 6 days ago
- Harrisburg, PA (5 miles from Swatara, PA)
- 6 days ago
Possesses related Securities Licenses and/or CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner), or willingness and ability to obtain....
In Person- RKL
- York, PA (17 miles from Swatara, PA)
- 60+ days ago
- York, PA (17 miles from Swatara, PA)
- 60+ days ago
using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g....
In PersonDemographic Data for Swatara, PA
Moving to Swatara, PA? Find some basic demographic data about Swatara, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Swatara, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Swatara, 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
- 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
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- 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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