Personal Financial Advisor Jobs in Bridgeport, CT

1-5 of 5 Jobs

Senior Wealth Advisor - RDM Financial Group

  • Westport, CT (7 miles from Bridgeport, CT)
  • 9 days ago
  • Westport, CT (7 miles from Bridgeport, CT)
  • 9 days ago

Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...

Wealth Advisor - RDM Financial Group

  • Westport, CT (7 miles from Bridgeport, CT)
  • 9 days ago
  • Westport, CT (7 miles from Bridgeport, CT)
  • 9 days ago

Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 27 days ago
  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 27 days ago

planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...

Sr. Wealth Advisor

  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 90+ days ago
  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

PWM Private Wealth Advisor

  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 90+ days ago
  • Greenwich, CT (23 miles from Bridgeport, CT)
  • 90+ days ago

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....

Demographic Data for Bridgeport, CT

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

Local
National
148,646
2,263
Medium/Lg

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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Bridgeport, 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 Bridgeport, CT offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 Bridgeport, 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!