Personal Financial Advisor Jobs in Beverly, WA
1-1 of
1 Jobs
Wealth Advisor - Gesa Credit Union
- Lplfinancial
- Yakima, WA (23 miles from Beverly, WA)
- 60+ days ago
- Yakima, WA (23 miles from Beverly, WA)
- 60+ 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 PersonPersonal Financial Advisor Online Courses and Training Opportunities
iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Certified Financial Planning
The noncredit Certified Financial Planning Certificate provides the skills and knowledge necessary for obtaining CFP Certification. Coursework addresses competencies in financial planning,...
Personal Trainer Certification
Certified Personal Trainer - Self-Guided Study Program Start your new career as a Certified Personal Trainer or your money back-guaranteed. Top 5 Reasons to Become a Certified Personal Trainer Be...
Certified Personal Trainer
For over 30 years, the National Academy of Sports Medicine has developed the most successful personal trainers in the fitness industry. Our personal trainer certification provides you with the...
Salary for Personal Financial Advisor Jobs in Beverly, WA
Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Beverly, WA offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Beverly, WA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
Other Career Titles
Here are some other career titles that require similar skills