Personal Financial Advisor Jobs in South Carolina
their wealth management needs....
Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....
management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...
Trust and Financial Advisor certification (CTFA) within one year of employment required Certified Financial Planning certification highly desired Ability to present situations and resolutions effectively...
Demographic Data for South Carolina
Moving to South Carolina? Find some basic demographic data about South Carolina below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in South Carolina
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in South Carolina 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Retirement Planning
- BSA
- Accruals
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Services
- Financial Planning
- Due Diligence
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Coaching
- Reporting
- Presentation
- Flexibility
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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