Personal Financial Advisor Jobs in Pequabuck, CT
- UBS
- Hartford, CT (18 miles from Pequabuck, CT)
- 21 hours ago
- Hartford, CT (18 miles from Pequabuck, CT)
- 21 hours ago
you skilled at developing wealth management strategies?...
In Person- National Financial Partners Corp.
- West Hartford, CT (13 miles from Pequabuck, CT)
- 45+ days ago
- West Hartford, CT (13 miles from Pequabuck, CT)
- 45+ days ago
REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonIncome Sales Consultant - Wealth Management
- Prudential
- Hartford, CT (18 miles from Pequabuck, CT)
- 90+ days ago
- Hartford, CT (18 miles from Pequabuck, 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- M&T Bank
- West Hartford, CT (13 miles from Pequabuck, CT)
- 90+ days ago
- West Hartford, CT (13 miles from Pequabuck, CT)
- 90+ days ago
planning process....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pequabuck, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pequabuck, 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
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- 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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