Personal Financial Advisor Jobs in Ledyard, CT
- LPL Financial
- Old Lyme, CT (18 miles from Ledyard, CT)
- 1 day ago
- Old Lyme, CT (18 miles from Ledyard, 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 PersonDemographic Data for Ledyard, CT
Moving to Ledyard, CT? Find some basic demographic data about Ledyard, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Ledyard, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Ledyard, 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
- Alternative Investments
- Estate Planning
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Financial Services
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Presentation
- Business Development
- Consulting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- 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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