Personal Financial Advisor Jobs in Windber, PA
Wealth Advisor - Cambria County
- Somerset Trust Company
- Johnstown, PA (10 miles from Windber, PA)
- 90+ days ago
- Johnstown, PA (10 miles from Windber, PA)
- 90+ 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 - Somerset County
- Somerset Trust Company
- Somerset, PA (22 miles from Windber, PA)
- 90+ days ago
- Somerset, PA (22 miles from Windber, PA)
- 90+ 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 PersonDemographic Data for Windber, PA
Moving to Windber, PA? Find some basic demographic data about Windber, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Windber, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Windber, 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
- Estate Planning
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- OFAC
- Retirement Planning
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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