Personal Financial Advisor Jobs in Coventry, CT

1-5 of 5 Jobs

Financial Planning and Advisor Support

  • Alera Group
  • Wethersfield, CT (17 miles from Coventry, CT)
  • 6 days ago
  • Wethersfield, CT (17 miles from Coventry, CT)
  • 6 days ago

OVERVIEW Alera Group is looking for a Financial Planning and Advisor Support....

In Person

Wealth Management Consultant

  • Accenture
  • Hartford, CT (16 miles from Coventry, CT)
  • 19 days ago
  • Hartford, CT (16 miles from Coventry, CT)
  • 19 days ago

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

FS Asset Wealth Management Consultant - Sr. Manager

  • PwC
  • Hartford, CT (16 miles from Coventry, CT)
  • 19 days ago
  • Hartford, CT (16 miles from Coventry, CT)
  • 19 days ago

Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...

In Person

Wealth Advisor - NBT Bank

  • LPL Financial Holdings, Inc.
  • Hartford, CT (16 miles from Coventry, CT)
  • 24 days ago
  • Hartford, CT (16 miles from Coventry, CT)
  • 24 days ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in West...

In Person

Senior Wealth Advisor

  • M&T Bank
  • West Hartford, CT (21 miles from Coventry, CT)
  • 90+ days ago
  • West Hartford, CT (21 miles from Coventry, CT)
  • 90+ days ago

planning process....

In Person

Demographic Data for Coventry, CT

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

Local
National
12,235
137
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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,...
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Salary for Personal Financial Advisor Jobs in Coventry, 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 Coventry, 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 Coventry, 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!