Personal Financial Advisor Jobs in Greenwich, CT
Senior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (20 miles from Greenwich, CT)
- 2 days ago
- Huntington Station, NY (20 miles from Greenwich, CT)
- 2 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (24 miles from Greenwich, CT)
- 2 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 2 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 PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (22 miles from Greenwich, CT)
- 2 days ago
- East Meadow, NY (22 miles from Greenwich, CT)
- 2 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 PersonThe internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipProvide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (24 miles from Greenwich, CT)
- 3 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 3 days ago
planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT
- 3 days ago
- Greenwich, CT
- 3 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (21 miles from Greenwich, CT)
- 3 days ago
- Bronx, NY (21 miles from Greenwich, CT)
- 3 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 PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (15 miles from Greenwich, CT)
- 4 days ago
- Huntington, NY (15 miles from Greenwich, CT)
- 4 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonCiti Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (24 miles from Greenwich, CT)
- 7 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 7 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 PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (22 miles from Greenwich, CT)
- 14 days ago
- East Meadow, NY (22 miles from Greenwich, CT)
- 14 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
- 14 days ago
- Greenwich, CT
- 14 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 (4 miles from Greenwich, CT)
- 19 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 19 days ago
planning....
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (24 miles from Greenwich, CT)
- 30+ days ago
- Hackensack, NJ (24 miles from Greenwich, CT)
- 30+ days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 60+ days ago
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Greenwich, CT
Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Greenwich, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Greenwich, 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
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- 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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