Personal Financial Advisor Jobs in Sammamish, WA
Wealth Advisor - Mechanics Bank
- Redmond, WA (5 miles from Sammamish, WA)
- 7 days ago
- Redmond, WA (5 miles from Sammamish, WA)
- 7 days ago
management needs of its clients....
Wealth Advisor - Mechanics Bank
- Seattle, WA (13 miles from Sammamish, WA)
- 7 days ago
- Seattle, WA (13 miles from Sammamish, WA)
- 7 days ago
management needs of its clients....
- Bellevue, WA (7 miles from Sammamish, WA)
- 8 days ago
- Bellevue, WA (7 miles from Sammamish, WA)
- 8 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Seattle, WA (13 miles from Sammamish, WA)
- 60+ days ago
- Seattle, WA (13 miles from Sammamish, 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 (13 miles from Sammamish, WA)
- 90+ days ago
- Seattle, WA (13 miles from Sammamish, 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 (5 miles from Sammamish, WA)
- 90+ days ago
- Redmond, WA (5 miles from Sammamish, 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 Sammamish, WA
Moving to Sammamish, WA? Find some basic demographic data about Sammamish, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sammamish, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sammamish, 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
- Portfolio Management
- Mortgage Processing
- 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
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Regulations
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Organization
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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