Personal Financial Advisor Jobs in Oakville, CT

1-5 of 5 Jobs

Columbus House
New Haven, CT (21 miles from Oakville, CT)
18 days ago

New Haven, CT (21 miles from Oakville, CT)
18 days ago

Columbus House, Inc. Job Posting: Full Time 32 Hours, FLSA Non-Exempt, Non-Essential Rep Payee & Financial Coach VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested...

In Person

Associate Wealth Management Advisor

Shelton, CT (19 miles from Oakville, CT)
28 days ago

Shelton, CT (19 miles from Oakville, CT)
28 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

AVP, Wealth Advisor

National Financial Partners Corp.
West Hartford, CT (19 miles from Oakville, CT)
45+ days ago

West Hartford, CT (19 miles from Oakville, CT)
45+ days ago

REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

In Person

Income Sales Consultant - Wealth Management

Prudential
Shelton, CT (19 miles from Oakville, CT)
90+ days ago

Shelton, CT (19 miles from Oakville, 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 Time

Senior Wealth Advisor

M&T Bank
West Hartford, CT (19 miles from Oakville, CT)
90+ days ago

West Hartford, CT (19 miles from Oakville, CT)
90+ days ago

planning process....

In Person

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Demographic Data for Oakville, CT

Moving to Oakville, CT? Find some basic demographic data about Oakville, CT below.

Median Age

Average Household Income

Home Value vs Household Income in Oakville, CT

Local

National

Total Population

8,250

Number of Businesses

City Size

Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Salary for Personal Financial Advisor Jobs in Oakville, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Oakville, CT offer the following education background

Bachelor's Degree

52.6%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.1%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Oakville, CT

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills