Personal Financial Advisor Jobs in Bethany, CT

1-4 of 4 Jobs

Rep Payee & Financial Coach

  • Columbus House
  • New Haven, CT (8 miles from Bethany, CT)
  • 14 days ago
  • New Haven, CT (8 miles from Bethany, CT)
  • 14 days ago

Columbus House, Inc. Job Posting: Full Time 32 Hours, FLSA Non-Exempt, Non-Essential Rep Payee & Financial Coach VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested...

In Person

Associate Wealth Management Advisor

  • Shelton, CT (10 miles from Bethany, CT)
  • 24 days ago
  • Shelton, CT (10 miles from Bethany, CT)
  • 24 days ago

Preferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....

In Person

Income Sales Consultant - Wealth Management

  • Prudential
  • Shelton, CT (10 miles from Bethany, CT)
  • 90+ days ago
  • Shelton, CT (10 miles from Bethany, CT)
  • 90+ days ago

What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...

In Person Part Time

Senior Wealth Advisor

  • M&T Bank
  • Fairfield, CT (23 miles from Bethany, CT)
  • 90+ days ago
  • Fairfield, CT (23 miles from Bethany, CT)
  • 90+ days ago

planning process....

In Person

Demographic Data for Bethany, CT

Moving to Bethany, CT? Find some basic demographic data about Bethany, CT below.

Local
National
5,297
133
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
edX
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Bethany, CT

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 Bethany, CT offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 Bethany, CT
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

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills