Personal Financial Advisor Jobs in Georgetown, CT

1-5 of 5 Jobs

Wealth Advisor - Hightower Signature Wealth

Hightower Advisors, LLC
Westport, CT (9 miles from Georgetown, CT)
15 days ago

Westport, CT (9 miles from Georgetown, CT)
15 days ago

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

In Person

Associate Wealth Advisor

Focus Financial Partners
Westport, CT (9 miles from Georgetown, CT)
30+ days ago

Westport, CT (9 miles from Georgetown, CT)
30+ days ago

#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....

Remote

Wealth Management Advisor - Greenwich, CT

US Bank
Greenwich, CT (17 miles from Georgetown, CT)
45+ days ago

Greenwich, CT (17 miles from Georgetown, CT)
45+ 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

Senior Wealth Advisor SAFE Act - Western Connecticut

Citigroup
Greenwich, CT (17 miles from Georgetown, CT)
90+ days ago

Greenwich, CT (17 miles from Georgetown, CT)
90+ 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

Wealth Advisor

First County Bank
Stamford, CT (14 miles from Georgetown, CT)
90+ days ago

Stamford, CT (14 miles from Georgetown, CT)
90+ days ago

planning....

In Person

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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...

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,...

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...

Salary for Personal Financial Advisor Jobs in Georgetown, 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 Georgetown, 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 Georgetown, 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!

Other Career Titles

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