Personal Financial Advisor Jobs in Bloomfield, CT

1-3 of 3 Jobs

Wealth Advisor, Officer

  • PeoplesBank
  • West Hartford, CT (6 miles from Bloomfield, CT)
  • 4 days ago
  • West Hartford, CT (6 miles from Bloomfield, CT)
  • 4 days ago

Execute the purchase and sale of equity and debt securities, mutual funds, and authorized insurance products on behalf of clients....

In Person

Wealth Strategy Associate

  • UBS
  • Hartford, CT (6 miles from Bloomfield, CT)
  • 9 days ago
  • Hartford, CT (6 miles from Bloomfield, CT)
  • 9 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

In Person

Virtual Wealth Advisor - West Hartford, CT

  • Citizens Bank
  • West Hartford, CT (6 miles from Bloomfield, CT)
  • 17 days ago
  • West Hartford, CT (6 miles from Bloomfield, CT)
  • 17 days ago

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....

Hybrid

Demographic Data for Bloomfield, CT

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

Local
National
21,579
686
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...
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,...
Alison
Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
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Salary for Personal Financial Advisor Jobs in Bloomfield, 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 Bloomfield, CT offer the following education background
Bachelor's Degree
52.7%
Master's Degree
31.5%
High School or GED
4.4%
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 Bloomfield, 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!