Personal Financial Advisor Jobs in Virginia
management experience required Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment Certified Financial Planning certification highly desired Demonstrated...
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...
Wealth Advisor Platform Senior Product Manager - FINRA
- Richmond, VA
- 14 days ago
- Richmond, VA
- 14 days ago
Bachelors degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...
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....
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Demographic Data for Virginia
Moving to Virginia? Find some basic demographic data about Virginia below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Virginia
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Virginia 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
- Quantitative Analysis
- 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
- Regulations
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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