Personal Financial Advisor Jobs in Norwalk, CT
Senior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (21 miles from Norwalk, CT)
- 1 day ago
- Huntington Station, NY (21 miles from Norwalk, CT)
- 1 day 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 Person- Bessemer Trust
- Greenwich, CT (11 miles from Norwalk, CT)
- 1 day ago
- Greenwich, CT (11 miles from Norwalk, CT)
- 1 day ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person Internship- Goodwin Recruiting
- Greenwich, CT (11 miles from Norwalk, CT)
- 2 days ago
- Greenwich, CT (11 miles from Norwalk, CT)
- 2 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (11 miles from Norwalk, CT)
- 3 days ago
- Greenwich, CT (11 miles from Norwalk, 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 - Long Island
- Citigroup
- Huntington, NY (17 miles from Norwalk, CT)
- 3 days ago
- Huntington, NY (17 miles from Norwalk, 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (11 miles from Norwalk, CT)
- 13 days ago
- Greenwich, CT (11 miles from Norwalk, CT)
- 13 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 Norwalk, CT)
- 18 days ago
- Stamford, CT (7 miles from Norwalk, CT)
- 18 days ago
planning....
In PersonAssociate Wealth Management Advisor
- Shelton, CT (20 miles from Norwalk, CT)
- 30+ days ago
- Shelton, CT (20 miles from Norwalk, 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 Person- Valley National Bancorp
- Jericho, NY (23 miles from Norwalk, CT)
- 90+ days ago
- Jericho, NY (23 miles from Norwalk, CT)
- 90+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (20 miles from Norwalk, CT)
- 90+ days ago
- Shelton, CT (20 miles from Norwalk, 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 Community Bank
- Mount Kisco, NY (15 miles from Norwalk, CT)
- 90+ days ago
- Mount Kisco, NY (15 miles from Norwalk, 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 (8 miles from Norwalk, CT)
- 90+ days ago
- Fairfield, CT (8 miles from Norwalk, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Norwalk, CT
Moving to Norwalk, CT? Find some basic demographic data about Norwalk, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Norwalk, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Norwalk, 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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