Personal Financial Advisor Jobs in Seattle, WA
Wealth Advisor - Mechanics Bank
- Redmond, WA (10 miles from Seattle, WA)
- 7 days ago
- Redmond, WA (10 miles from Seattle, WA)
- 7 days ago
management needs of its clients....
management needs of its clients....
- Bellevue, WA (5 miles from Seattle, WA)
- 9 days ago
- Bellevue, WA (5 miles from Seattle, WA)
- 9 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
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...
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 (10 miles from Seattle, WA)
- 90+ days ago
- Redmond, WA (10 miles from Seattle, 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 Seattle, WA
Moving to Seattle, WA? Find some basic demographic data about Seattle, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Seattle, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Seattle, 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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