Personal Financial Advisor Jobs in New Canaan, CT
- Bessemer Trust
- Greenwich, CT (10 miles from New Canaan, CT)
- 5 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 5 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (10 miles from New Canaan, CT)
- 6 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 6 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 - Long Island
- Citigroup
- Huntington, NY (20 miles from New Canaan, CT)
- 7 days ago
- Huntington, NY (20 miles from New Canaan, CT)
- 7 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (10 miles from New Canaan, CT)
- 17 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 17 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 (7 miles from New Canaan, CT)
- 22 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 22 days ago
planning....
In PersonAssociate Wealth Management Advisor
- Shelton, CT (21 miles from New Canaan, CT)
- 30+ days ago
- Shelton, CT (21 miles from New Canaan, CT)
- 30+ days ago
Preferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....
In PersonWealth Advisor - Mount Kisco, NY
- Tompkins Community Bank
- Mount Kisco, NY (11 miles from New Canaan, CT)
- 90+ days ago
- Mount Kisco, NY (11 miles from New Canaan, CT)
- 90+ days ago
Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management. CFP, CPA, or JD certification(s) preferred....
In Person- M&T Bank
- Fairfield, CT (11 miles from New Canaan, CT)
- 90+ days ago
- Fairfield, CT (11 miles from New Canaan, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for New Canaan, CT
Moving to New Canaan, CT? Find some basic demographic data about New Canaan, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New Canaan, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New Canaan, 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
- Sales
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills