Personal Financial Advisor Jobs in Seymour, CT
- Columbus House
- New Haven, CT (13 miles from Seymour, CT)
- 21 hours ago
- New Haven, CT (13 miles from Seymour, CT)
- 21 hours 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 (7 miles from Seymour, CT)
- 10 days ago
- Shelton, CT (7 miles from Seymour, CT)
- 10 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 PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (7 miles from Seymour, CT)
- 90+ days ago
- Shelton, CT (7 miles from Seymour, 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
- Fairfield, CT (19 miles from Seymour, CT)
- 90+ days ago
- Fairfield, CT (19 miles from Seymour, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Seymour, CT
Moving to Seymour, CT? Find some basic demographic data about Seymour, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Seymour, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Seymour, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Portfolio Management
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills