Personal Financial Advisor Jobs in West Virginia
460 - Trust - Region VI - Wealth Advisor Associate II
- First United Bank and Trust
- Morgantown, WV
- 24 days ago
- Morgantown, WV
- 24 days ago
For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our...
In Person- Focus Financial Partners
- Charleston, WV
- 30+ days ago
- Charleston, WV
- 30+ days ago
Focus is a leading partnership of fiduciary wealth management and related financial services firms....
RemoteWealth Management Advisor-Morgantown, WV
- TIAA
- Morgantown, WV
- 30+ days ago
- Morgantown, WV
- 30+ 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 PersonDemographic Data for West Virginia
Moving to West Virginia? Find some basic demographic data about West Virginia below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in West Virginia
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in West Virginia 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
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Sales
- Bachelor's Degree
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Customer Service
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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