Personal Financial Advisor Jobs in Osage, WV
Wealth Management Advisor-Morgantown, WV
- TIAA
- Morgantown, WV (3 miles from Osage, WV)
- 4 days ago
- Morgantown, WV (3 miles from Osage, WV)
- 4 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...
In PersonWealth Advisor - Fayette County
- Somerset Trust Company
- Uniontown, PA (21 miles from Osage, WV)
- 29 days ago
- Uniontown, PA (21 miles from Osage, WV)
- 29 days ago
SUMMARY: Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Osage, WV
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Osage, WV 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
- Nationwide Mortgage Licensing System & Registry
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Reporting
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills