Personal Financial Advisor Jobs in Villa Hills, KY
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Accenture
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 7 days ago
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonFinancial Planning Consultant - Covington, KY
- Fidelity
- Covington, KY (3 miles from Villa Hills, KY)
- 15 days ago
- Covington, KY (3 miles from Villa Hills, KY)
- 15 days ago
The Expertise Were Looking For FINRA Series 7 required FINRA Series 63 and 65 or Series 66 licensed Insurance license within 90 days of hire Certified Financial Planner (CFP) preferred Minimum of 5...
In Person- PNC Financial Services Group, Inc.
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 45+ days ago
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 45+ days ago
As a Wealth Advisor within PNC Wealth Management, you will be based in Cincinnati, OH....
In Person- PNC
- Cincinnati, OH (7 miles from Villa Hills, KY)
- 45+ days ago
- Cincinnati, OH (7 miles from Villa Hills, KY)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- First Financial Bank
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 90+ days ago
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 90+ days ago
planning needs of medium complexity Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated...
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 90+ days ago
- Cincinnati, OH (11 miles from Villa Hills, KY)
- 90+ 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 Villa Hills, KY
Moving to Villa Hills, KY? Find some basic demographic data about Villa Hills, KY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Villa Hills, KY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Villa Hills, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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