Personal Financial Advisor Jobs in Hamden, CT
Financial Advisor Private Client
- Sentinel Asset Management LLC
- Naugatuck, CT (9 miles from Hamden, CT)
- 10 days ago
- Naugatuck, CT (9 miles from Hamden, CT)
- 10 days ago
Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process...
In PersonDemographic Data for Hamden, CT
Moving to Hamden, CT? Find some basic demographic data about Hamden, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Hamden, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Hamden, 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
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Mortgage Processing
- Lending
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- 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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