Personal Financial Advisor Jobs in Georgetown, CT
- Lplfinancial
- Somers, NY (13 miles from Georgetown, CT)
- 1 day ago
- Somers, NY (13 miles from Georgetown, CT)
- 1 day ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonWealth Advisor - Hightower Signature Wealth
- Hightower Advisors, LLC
- Westport, CT (9 miles from Georgetown, CT)
- 17 days ago
- Westport, CT (9 miles from Georgetown, CT)
- 17 days ago
Insurance licenses ideal. 5 or more years of experience in Financial Planning and/or Wealth Management....
In Person- 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....
RemoteWealth 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 PersonSenior 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- 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 PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Georgetown, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Georgetown, 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Investment Management
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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