Personal Financial Advisor Jobs in New Fairfield, CT
Associate Wealth Management Advisor
- Shelton, CT (21 miles from New Fairfield, CT)
- 23 days ago
- Shelton, CT (21 miles from New Fairfield, CT)
- 23 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 PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (21 miles from New Fairfield, CT)
- 90+ days ago
- Shelton, CT (21 miles from New Fairfield, CT)
- 90+ days ago
What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
In Person Part TimeWealth Advisor - Mount Kisco, NY
- Tompkins Financial Corporation
- Mount Kisco, NY (23 miles from New Fairfield, CT)
- 90+ days ago
- Mount Kisco, NY (23 miles from New Fairfield, CT)
- 90+ days ago
Prospect for new business in the community and introduce them to Tompkins Financial services....
In Person- M&T Bank
- Fairfield, CT (23 miles from New Fairfield, CT)
- 90+ days ago
- Fairfield, CT (23 miles from New Fairfield, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for New Fairfield, CT
Moving to New Fairfield, CT? Find some basic demographic data about New Fairfield, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New Fairfield, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New Fairfield, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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