Personal Financial Advisor Jobs in Kennewick, WA
Gesa Credit Union - Wealth Advisor
- LPL Financial Services
- Kennewick, WA
- 30+ days ago
- Kennewick, WA
- 30+ 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 PersonGesa Credit Union - Wealth Advisor
- LPL Financial
- Richland, WA (6 miles from Kennewick, WA)
- 30+ days ago
- Richland, WA (6 miles from Kennewick, WA)
- 30+ 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 Person- CliftonLarsonAllen
- Tri Cities, WA (3 miles from Kennewick, WA)
- 90+ days ago
- Tri Cities, WA (3 miles from Kennewick, WA)
- 90+ days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
In PersonDemographic Data for Kennewick, WA
Moving to Kennewick, WA? Find some basic demographic data about Kennewick, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Kennewick, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Kennewick, 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)
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Financial Analysis
- Business Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Coaching
- Presentation
- Reporting
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills