Personal Financial Advisor Jobs in Burley, WA
- US Bank
- Seattle, WA (19 miles from Burley, WA)
- 7 days ago
- Seattle, WA (19 miles from Burley, WA)
- 7 days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In Person- Nuveen Investments
- Seattle, WA (19 miles from Burley, WA)
- 12 days ago
- Seattle, WA (19 miles from Burley, WA)
- 12 days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonAssociate - Ascend National Wealth Advisors
- Thrivent Financial
- Bellevue, WA (23 miles from Burley, WA)
- 17 days ago
- Bellevue, WA (23 miles from Burley, WA)
- 17 days ago
Organization/Business Overview: Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Seattle region
- Empower
- Seattle, WA (19 miles from Burley, WA)
- 30+ days ago
- Seattle, WA (19 miles from Burley, WA)
- 30+ days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridPrivate Wealth Advisor (Private Client - Personal Strategy) - Seattle region
- Empower
- Seattle, WA (19 miles from Burley, WA)
- 30+ days ago
- Seattle, WA (19 miles from Burley, WA)
- 30+ days ago
planning information gathering Financial planning & analysis: provide comprehensive financial planning services tailored to clients individual needs and goals....
Hybrid- Beacon Pointe Advisors LLC.
- Bellevue, WA (23 miles from Burley, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Burley, WA)
- 30+ days ago
management, investment, and financial planning needs Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client's financial...
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Bellevue, WA (23 miles from Burley, WA)
- 60+ days ago
- Bellevue, WA (23 miles from Burley, WA)
- 60+ days ago
management needs of its clients....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- Seattle, WA (19 miles from Burley, WA)
- 60+ days ago
- Seattle, WA (19 miles from Burley, WA)
- 60+ days ago
management needs of its clients....
In Person- TIAA
- Seattle, WA (19 miles from Burley, WA)
- 90+ days ago
- Seattle, WA (19 miles from Burley, WA)
- 90+ 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...
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Burley, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Burley, WA 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
- 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
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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