Personal Financial Advisor Jobs in Shively, KY
Wealth Advisor - PNC Wealth Management Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group
- Louisville, KY (6 miles from Shively, KY)
- 4 days ago
- Louisville, KY (6 miles from Shively, KY)
- 4 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Fifth Third Bank
- Louisville, KY (6 miles from Shively, KY)
- 10 days ago
- Louisville, KY (6 miles from Shively, KY)
- 10 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- US Bank
- Louisville, KY (6 miles from Shively, KY)
- 12 days ago
- Louisville, KY (6 miles from Shively, KY)
- 12 days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
In Person- Stock Yards Bank & Trust
- Louisville, KY (6 miles from Shively, KY)
- 27 days ago
- Louisville, KY (6 miles from Shively, KY)
- 27 days ago
Partner with internal and external resources to meet estate and financial planning goals of current clients through holistic wealth management strategies....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Louisville, KY (6 miles from Shively, KY)
- 30+ days ago
- Louisville, KY (6 miles from Shively, KY)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Wealth Management
- PNC
- Louisville, KY (6 miles from Shively, KY)
- 30+ days ago
- Louisville, KY (6 miles from Shively, KY)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Shively, KY
Moving to Shively, KY? Find some basic demographic data about Shively, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Shively, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Shively, KY 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Collaboration
- Consulting
- Presentation
- Reporting
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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