Personal Financial Advisor Jobs in Macdona, TX
- BOK Financial Corp.
- San Antonio, TX (13 miles from Macdona, TX)
- 1 day ago
- San Antonio, TX (13 miles from Macdona, TX)
- 1 day ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....
In PersonWealth Management Advisor - San Antonio, TX
- TIAA
- San Antonio, TX (13 miles from Macdona, TX)
- 45+ days ago
- San Antonio, TX (13 miles from Macdona, TX)
- 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 PersonWealth Advisor/Trust Officer III
- Broadway Bank
- San Antonio, TX (13 miles from Macdona, TX)
- 90+ days ago
- San Antonio, TX (13 miles from Macdona, TX)
- 90+ days ago
Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Macdona, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Macdona, TX 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
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Federal Acquisitions Regulations (FAR)
- Management Consulting
- Lending
- Investment Management
- Portfolio Management
- Anti-Money Laundering
- Client Relationships
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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