Personal Financial Advisor Jobs in Trumbull, CT

1-4 of 4 Jobs

Financial Advisor Private Client

  • Sentinel Asset Management LLC
  • Naugatuck, CT (17 miles from Trumbull, CT)
  • 10 days ago
  • Naugatuck, CT (17 miles from Trumbull, CT)
  • 10 days ago

Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process...

In Person

Wealth Advisor - Hightower Signature Wealth

  • Hightower Advisors, LLC
  • Westport, CT (11 miles from Trumbull, CT)
  • 20 days ago
  • Westport, CT (11 miles from Trumbull, CT)
  • 20 days ago

Insurance licenses ideal. 5 or more years of experience in Financial Planning and/or Wealth Management....

In Person

Associate Wealth Advisor

  • Focus Financial Partners
  • Westport, CT (11 miles from Trumbull, CT)
  • 30+ days ago
  • Westport, CT (11 miles from Trumbull, CT)
  • 30+ days ago

#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....

Remote

Wealth Advisor

  • First County Bank
  • Stamford, CT (22 miles from Trumbull, CT)
  • 90+ days ago
  • Stamford, CT (22 miles from Trumbull, CT)
  • 90+ days ago

planning....

In Person

Demographic Data for Trumbull, CT

Moving to Trumbull, CT? Find some basic demographic data about Trumbull, CT below.


Local
National
36,835
889
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Trumbull, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Trumbull, CT offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Trumbull, CT
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills