Personal Financial Advisor Jobs in Spokane Valley, WA
Wealth Advisor - Gesa Credit Union
- LPL Financial Services
- Post Falls, ID (11 miles from Spokane Valley, WA)
- 30+ days ago
- Post Falls, ID (11 miles from Spokane Valley, 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 PersonWealth Advisor - Gesa Credit Union
- LPL Financial
- Spokane, WA (14 miles from Spokane Valley, WA)
- 45+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 45+ 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- First Interstate Bank
- Spokane, WA (14 miles from Spokane Valley, WA)
- 45+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 45+ days ago
SUMMARY The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach....
In PersonDemographic Data for Spokane Valley, WA
Moving to Spokane Valley, WA? Find some basic demographic data about Spokane Valley, WA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Spokane Valley, WA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Spokane Valley, 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Alternative Investments
- Estate Planning
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Presentation
- Business Development
- Consulting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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