Personal Financial Advisor Jobs in Portsmouth, VA
Wealth Advisor - Suffolk Federal Credit Union
- Lplfinancial
- Suffolk, VA (11 miles from Portsmouth, VA)
- 60+ days ago
- Suffolk, VA (11 miles from Portsmouth, VA)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In PersonDemographic Data for Portsmouth, VA
Moving to Portsmouth, VA? Find some basic demographic data about Portsmouth, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Portsmouth, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Portsmouth, 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
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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