Personal Financial Advisor Jobs in Prosper, TX
- SFMG Wealth Advisors
- Plano, TX (15 miles from Prosper, TX)
- 21 days ago
- Plano, TX (15 miles from Prosper, TX)
- 21 days ago
The position offers growth potential and the ability to work with a respected wealth management firm....
In PersonFinancial Advisor - Private Client Group
- Truist
- Frisco, TX (6 miles from Prosper, TX)
- 22 days ago
- Frisco, TX (6 miles from Prosper, TX)
- 22 days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
In PersonWealth Advisor Frisco, TX, USA
- TIAA
- Frisco, TX (6 miles from Prosper, TX)
- 30+ days ago
- Frisco, TX (6 miles from Prosper, TX)
- 30+ days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonDemographic Data for Prosper, TX
Moving to Prosper, TX? Find some basic demographic data about Prosper, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Prosper, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Prosper, 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
- 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
- Lending
- Financial Planning
- Portfolio Management
- Investment Management
- Risk Analysis
- Mortgage Processing
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Market Research
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Reporting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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