Personal Financial Advisor Jobs in Gresham, OR
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Wealth Management Advisor-Kruse Woods,OR
- Lake Oswego, OR (13 miles from Gresham, OR)
- 10 hours ago
Sr Wealth Client Advisor - Wealth Management
- Portland, OR (12 miles from Gresham, OR)
- 1 day ago
- Portland, OR (12 miles from Gresham, OR)
- 6 days ago
Financial Advisor - Wealth Management Advisory Center
- Gresham, OR
- 30+ days ago
Demographic Data for Gresham, OR
Moving to Gresham, OR? Find some basic demographic data about Gresham, OR below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Gresham, OR
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
- Bachelor's Degree (52.1%)
- Master's Degree (31.4%)
- High School or GED (4.7%)
- Vocational Degree or Certification (4.3%)
- Associate's Degree (4.2%)
- Doctorate Degree (2.7%)
- Some College (0.6%)
- Some High School (0.1%)
Average Work Experience
- 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
= trending- Relationship Management
- Accounting
- Anti-Money Laundering
- Asset Allocation
- Auditing
- Brokerage
- Business Development
- Business Planning
- Candidate Sourcing
- Capital Markets
- Communication Skills
- Customer Relationship Management
- Customer Service
- Due Diligence
- Finance
- Financial Accounting Standards
- Financial Planning
- Financial Services
- Fixed Income
- Investment Management
- Leadership
- Lending
- Loan Processing
- Management
- Mentoring
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Processing
- Planning
- Portfolio Management
- Problem Solving
- Prospecting
- Regulations
- Relationship Management
- Retirement Planning
- Risk Management
- Salary Negotiation
- Sales
- Sales Presentations
- Tax Planning
- Time Management
- Training and Development
- Wealth Management
Other Titles
Here are some other career titles that require similar skills
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