Personal Financial Advisor Jobs in Prospect, CT
Income Sales Consultant - Wealth Management
- Shelton, CT (15 miles from Prospect, CT)
- 18 hours ago
- Shelton, CT (15 miles from Prospect, CT)
- 18 hours 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...
- West Hartford, CT (20 miles from Prospect, CT)
- 6 days ago
- West Hartford, CT (20 miles from Prospect, CT)
- 6 days ago
planning process....
- West Hartford, CT (20 miles from Prospect, CT)
- 21 days ago
- West Hartford, CT (20 miles from Prospect, CT)
- 21 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in West...
Demographic Data for Prospect, CT
Moving to Prospect, CT? Find some basic demographic data about Prospect, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Prospect, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Prospect, 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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