Personal Financial Advisor Jobs in Lake Oswego, OR
1-2 of
2 Jobs
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 17 days ago
- Vancouver, WA (19 miles from Lake Oswego, OR)
- 17 days ago
financial planner, investment advisor Representative, or wealth manager....
- Portland, OR (6 miles from Lake Oswego, OR)
- 30+ days ago
- Portland, OR (6 miles from Lake Oswego, OR)
- 30+ days ago
strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date...
Demographic Data for Lake Oswego, OR
Moving to Lake Oswego, OR? Find some basic demographic data about Lake Oswego, OR below.
Local
National
47,166
2,143
Medium
Personal Financial Advisor Online Courses and Training Opportunities
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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
Salary for Personal Financial Advisor Jobs in Lake Oswego, OR
Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lake Oswego, OR offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Lake Oswego, OR
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Alternative Investments
- Retirement Planning
- Private Banking
- Mutual Funds
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Accruals
- Securities and Exchange Commission
- Client Relationships
- Lending
- Investment Management
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Financial Services
- Tax Planning
- Due Diligence
- Asset Management
- Client Services
- Financial Analysis
- Strategy Development
- Relationship Management
- Finance
- Implementation
- Business Development
- Accounting
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
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