Personal Financial Advisor Jobs in Darien, CT
Senior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (24 miles from Darien, CT)
- 8 days ago
- East Meadow, NY (24 miles from Darien, CT)
- 8 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (7 miles from Darien, CT)
- 8 days ago
- Greenwich, CT (7 miles from Darien, CT)
- 8 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- Goodwin Recruiting
- White Plains, NY (15 miles from Darien, CT)
- 9 days ago
- White Plains, NY (15 miles from Darien, CT)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- First County Bank
- Stamford, CT (3 miles from Darien, CT)
- 13 days ago
- Stamford, CT (3 miles from Darien, CT)
- 13 days ago
planning....
In PersonAssociate Wealth Management Advisor
- Shelton, CT (24 miles from Darien, CT)
- 30+ days ago
- Shelton, CT (24 miles from Darien, 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- M&T Bank
- Hauppauge, NY (24 miles from Darien, CT)
- 60+ days ago
- Hauppauge, NY (24 miles from Darien, CT)
- 60+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (24 miles from Darien, CT)
- 60+ days ago
- Islandia, NY (24 miles from Darien, CT)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In Person- Valley National Bancorp
- Jericho, NY (19 miles from Darien, CT)
- 90+ days ago
- Jericho, NY (19 miles from Darien, 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 PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (24 miles from Darien, CT)
- 90+ days ago
- Shelton, CT (24 miles from Darien, CT)
- 90+ days ago
What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
In Person Part TimeWealth Advisor - Mount Kisco, NY
- Tompkins Financial Corporation
- Mount Kisco, NY (14 miles from Darien, CT)
- 90+ days ago
- Mount Kisco, NY (14 miles from Darien, CT)
- 90+ days ago
Prospect for new business in the community and introduce them to Tompkins Financial services....
In Person- M&T Bank
- Fairfield, CT (12 miles from Darien, CT)
- 90+ days ago
- Fairfield, CT (12 miles from Darien, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Darien, CT
Moving to Darien, CT? Find some basic demographic data about Darien, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Darien, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Darien, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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