Personal Financial Advisor Jobs in Shelton, CT
- Columbus House
- New Haven, CT (10 miles from Shelton, CT)
- 29 days ago
- New Haven, CT (10 miles from Shelton, CT)
- 29 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 PersonPreferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....
In Person- M&T Bank
- Fairfield, CT (12 miles from Shelton, CT)
- 90+ days ago
- Fairfield, CT (12 miles from Shelton, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Shelton, CT
Moving to Shelton, CT? Find some basic demographic data about Shelton, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Shelton, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Shelton, 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
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- 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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