Personal Financial Advisor Jobs in Surry, VA
Wealth Advisor - Suffolk Federal Credit Union
- Lplfinancial
- Suffolk, VA (21 miles from Surry, VA)
- 90+ days ago
- Suffolk, VA (21 miles from Surry, VA)
- 90+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonDemographic Data for Surry, VA
Moving to Surry, VA? Find some basic demographic data about Surry, VA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Surry, VA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Surry, VA 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
- Asset Allocation
- Estate Planning
- Mutual Funds
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Due Diligence
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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