Personal Financial Advisor Jobs in Sunset Valley, TX
- Aprio
- Austin, TX (7 miles from Sunset Valley, TX)
- 4 days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 4 days ago
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
HybridWealth Advisor - Velocity Credit Union
- Lplfinancial
- Austin, TX (7 miles from Sunset Valley, TX)
- 30+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 30+ days ago
As a financial advisor with Velocity Retirement & Investment Services, you will serve clients from within Velocity Credit Union, delivering tailored investment strategies and financial planning solutions...
In PersonWealth Advisor/Trust Officer III-Austin
- Broadway Bank
- Austin, TX (7 miles from Sunset Valley, TX)
- 30+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 30+ days ago
Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus....
In Person- Accenture
- Austin, TX (7 miles from Sunset Valley, TX)
- 60+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 60+ days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Southwest Business Corporation
- Austin, TX (7 miles from Sunset Valley, TX)
- 60+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 60+ days ago
Listen to clients' needs and objectives to tailor personalized financial plans. Creates customized wealth management plans that align with clients' short-term and long-term goals....
In PersonWealth Advisor III - Houston / Austin
- Truist Financial Corporation
- Austin, TX (7 miles from Sunset Valley, TX)
- 90+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 90+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In Person- BOK Financial
- Austin, TX (7 miles from Sunset Valley, TX)
- 90+ days ago
- Austin, TX (7 miles from Sunset Valley, TX)
- 90+ days ago
Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the clients investment objectives....
In PersonDemographic Data for Sunset Valley, TX
Moving to Sunset Valley, TX? Find some basic demographic data about Sunset Valley, TX below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sunset Valley, TX
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sunset Valley, 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- 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
- Business Analysis
- Client Services
- Financial Analysis
- Strategy Development
- 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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