Personal Financial Advisor Jobs in Covington, WA
Bridges & Structures Asset Management Advisor (Strategic Advisor 1, General Government)
- Seattle, WA (20 miles from Covington, WA)
- 1 day ago
- Seattle, WA (20 miles from Covington, WA)
- 1 day ago
Join us in shaping Seattle's streets! At the Seattle Department of Transportation (SDOT), we don't just move people-we connect communities, build safer streets, and create a more sustainable city....
Wealth Advisor - Mechanics Bank
- Redmond, WA (21 miles from Covington, WA)
- 9 days ago
- Redmond, WA (21 miles from Covington, WA)
- 9 days ago
management needs of its clients....
Wealth Advisor - Mechanics Bank
- Seattle, WA (20 miles from Covington, WA)
- 9 days ago
- Seattle, WA (20 miles from Covington, WA)
- 9 days ago
management needs of its clients....
- Bellevue, WA (18 miles from Covington, WA)
- 10 days ago
- Bellevue, WA (18 miles from Covington, WA)
- 10 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Wealth Advisor, Schwab Wealth Advisory
- Bellevue, WA (18 miles from Covington, WA)
- 45+ days ago
- Bellevue, WA (18 miles from Covington, WA)
- 45+ days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Bellevue, WA (18 miles from Covington, WA)
- 45+ days ago
- Bellevue, WA (18 miles from Covington, WA)
- 45+ days ago
plans and portfolios for clients....
- Seattle, WA (20 miles from Covington, WA)
- 60+ days ago
- Seattle, WA (20 miles from Covington, WA)
- 60+ 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...
Wealth Advisor - Gesa Credit Union
- Seattle, WA (20 miles from Covington, WA)
- 90+ days ago
- Seattle, WA (20 miles from Covington, WA)
- 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...
- Redmond, WA (21 miles from Covington, WA)
- 90+ days ago
- Redmond, WA (21 miles from Covington, WA)
- 90+ days ago
Servicing and advising clients relative to their wealth management, investment, and financial planning needs Representing the firm in a positive and professional manner Additional duties may entail...
Demographic Data for Covington, WA
Moving to Covington, WA? Find some basic demographic data about Covington, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Covington, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Covington, WA 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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