Personal Financial Advisor Jobs in Prosper, TX
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Frisco, TX (6 miles from Prosper, TX)
- 5 days ago
- Frisco, TX (6 miles from Prosper, TX)
- 5 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
- Plano, TX (15 miles from Prosper, TX)
- 20 days ago
- Plano, TX (15 miles from Prosper, TX)
- 20 days ago
financial planning software, CRM and portfolio management systems....
- Plano, TX (15 miles from Prosper, TX)
- 90+ days ago
- Plano, TX (15 miles from Prosper, TX)
- 90+ days ago
The position offers growth potential and the ability to work with a respected wealth management firm....
Demographic 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
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Investment Analysis
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Due Diligence
- Financial Services
- 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
- Reporting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Problem Solving
- Leadership
- Communication Skills
- Relationship Management
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