Personal Financial Advisor Jobs in Oakton, VA
- Washington, DC (15 miles from Oakton, VA)
- 12 days ago
- Washington, DC (15 miles from Oakton, VA)
- 12 days ago
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...
UHR Benefits and Retirement Specialist
- College Park, MD (22 miles from Oakton, VA)
- 19 days ago
- College Park, MD (22 miles from Oakton, VA)
- 19 days ago
Summary The UHR Benefits and Retirement Specialist within University Human Resources plays a critical role in delivering comprehensive benefits guidance and support to university faculty and...
- McLean, VA (9 miles from Oakton, VA)
- 30+ days ago
- McLean, VA (9 miles from Oakton, VA)
- 30+ 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....
Wealth Advisor - PNC Investments
- Washington, DC (15 miles from Oakton, VA)
- 45+ days ago
- Washington, DC (15 miles from Oakton, VA)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor - PNC Investments
- McLean, VA (9 miles from Oakton, VA)
- 45+ days ago
- McLean, VA (9 miles from Oakton, VA)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Management Advisor-Bethesda, MD
- Bethesda, MD (13 miles from Oakton, VA)
- 60+ days ago
- Bethesda, MD (13 miles from Oakton, VA)
- 60+ 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...
Demographic Data for Oakton, VA
Moving to Oakton, VA? Find some basic demographic data about Oakton, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oakton, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oakton, VA 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Investment Management
- Lending
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Policy Development
- Coaching
- Public Speaking
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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