Personal Financial Advisor Jobs in Cos Cob, CT
- Goodwin Recruiting
- Greenwich, CT (2 miles from Cos Cob, CT)
- 2 days ago
- Greenwich, CT (2 miles from Cos Cob, CT)
- 2 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- White Plains, NY (9 miles from Cos Cob, CT)
- 6 days ago
- White Plains, NY (9 miles from Cos Cob, CT)
- 6 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (20 miles from Cos Cob, CT)
- 17 days ago
- Huntington Station, NY (20 miles from Cos Cob, CT)
- 17 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (23 miles from Cos Cob, CT)
- 17 days ago
- East Meadow, NY (23 miles from Cos Cob, CT)
- 17 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Person- Bessemer Trust
- Greenwich, CT (2 miles from Cos Cob, CT)
- 17 days ago
- Greenwich, CT (2 miles from Cos Cob, CT)
- 17 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (2 miles from Cos Cob, CT)
- 19 days ago
- Greenwich, CT (2 miles from Cos Cob, CT)
- 19 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (23 miles from Cos Cob, CT)
- 19 days ago
- Bronx, NY (23 miles from Cos Cob, CT)
- 19 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (15 miles from Cos Cob, CT)
- 19 days ago
- Huntington, NY (15 miles from Cos Cob, CT)
- 19 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (23 miles from Cos Cob, CT)
- 30+ days ago
- East Meadow, NY (23 miles from Cos Cob, CT)
- 30+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (2 miles from Cos Cob, CT)
- 30+ days ago
- Greenwich, CT (2 miles from Cos Cob, CT)
- 30+ 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...
In Person- First County Bank
- Stamford, CT (2 miles from Cos Cob, CT)
- 30+ days ago
- Stamford, CT (2 miles from Cos Cob, CT)
- 30+ days ago
planning....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (24 miles from Cos Cob, CT)
- 60+ days ago
- Fort Lee, NJ (24 miles from Cos Cob, CT)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Valley National Bancorp
- Jericho, NY (18 miles from Cos Cob, CT)
- 90+ days ago
- Jericho, NY (18 miles from Cos Cob, CT)
- 90+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonWealth Advisor - Mount Kisco, NY
- Tompkins Community Bank
- Mount Kisco, NY (11 miles from Cos Cob, CT)
- 90+ days ago
- Mount Kisco, NY (11 miles from Cos Cob, 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- M&T Bank
- Fairfield, CT (17 miles from Cos Cob, CT)
- 90+ days ago
- Fairfield, CT (17 miles from Cos Cob, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Cos Cob, CT
Moving to Cos Cob, CT? Find some basic demographic data about Cos Cob, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cos Cob, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Cos Cob, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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