Personal Financial Advisor Jobs in Smithfield, PA
410 - Trust - Region I Advisor - Wealth Advisor Associate II
- First United Bank and Trust
- Morgantown, WV (17 miles from Smithfield, PA)
- 7 days ago
- Morgantown, WV (17 miles from Smithfield, PA)
- 7 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 PersonWealth Management Advisor-Morgantown, WV
- TIAA
- Morgantown, WV (17 miles from Smithfield, PA)
- 9 days ago
- Morgantown, WV (17 miles from Smithfield, PA)
- 9 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 (7 miles from Smithfield, PA)
- 60+ days ago
- Uniontown, PA (7 miles from Smithfield, PA)
- 60+ 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 PersonDemographic Data for Smithfield, PA
Moving to Smithfield, PA? Find some basic demographic data about Smithfield, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Smithfield, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Smithfield, PA 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
- Asset Management
- Financial Services
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- 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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Here are some other career titles that require similar skills