Personal Financial Advisor Jobs in Bethel, CT

1-5 of 5 Jobs

Wealth Advisor

  • First County Bank
  • Stamford, CT (23 miles from Bethel, CT)
  • 19 days ago
  • Stamford, CT (23 miles from Bethel, CT)
  • 19 days ago

planning....

In Person

Rep Payee & Financial Coach

  • Columbus House
  • New Haven, CT (24 miles from Bethel, CT)
  • 29 days ago
  • New Haven, CT (24 miles from Bethel, CT)
  • 29 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 (14 miles from Bethel, CT)
  • 30+ days ago
  • Shelton, CT (14 miles from Bethel, CT)
  • 30+ 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

Wealth Advisor - Mount Kisco, NY

  • Tompkins Community Bank
  • Mount Kisco, NY (21 miles from Bethel, CT)
  • 90+ days ago
  • Mount Kisco, NY (21 miles from Bethel, CT)
  • 90+ days ago

Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management. CFP, CPA, or JD certification(s) preferred....

In Person

Senior Wealth Advisor

  • M&T Bank
  • Fairfield, CT (15 miles from Bethel, CT)
  • 90+ days ago
  • Fairfield, CT (15 miles from Bethel, CT)
  • 90+ days ago

planning process....

In Person

Demographic Data for Bethel, CT

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

Local
National
20,245
543
Medium

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...
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...
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,...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Bethel, 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 Bethel, 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 Bethel, 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