Personal Financial Advisor Jobs in Prospect, CT
- Columbus House
- New Haven, CT (13 miles from Prospect, CT)
- 16 days ago
- New Haven, CT (13 miles from Prospect, CT)
- 16 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 PersonAssociate Wealth Management Advisor
- Shelton, CT (15 miles from Prospect, CT)
- 26 days ago
- Shelton, CT (15 miles from Prospect, CT)
- 26 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- National Financial Partners Corp.
- West Hartford, CT (20 miles from Prospect, CT)
- 45+ days ago
- West Hartford, CT (20 miles from Prospect, 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
- Shelton, CT (15 miles from Prospect, CT)
- 90+ days ago
- Shelton, CT (15 miles from Prospect, 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 (20 miles from Prospect, CT)
- 90+ days ago
- West Hartford, CT (20 miles from Prospect, CT)
- 90+ days ago
planning process....
In PersonDemographic 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
- 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
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- 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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