Personal Financial Advisor Jobs in Wallingford, CT

1-3 of 3 Jobs

Virtual Wealth Advisor - West Hartford, CT

  • Citizens Bank
  • West Hartford, CT (20 miles from Wallingford, CT)
  • 2 days ago
  • West Hartford, CT (20 miles from Wallingford, CT)
  • 2 days ago

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....

Hybrid

Financial Advisor Private Client

  • Sentinel Asset Management LLC
  • Naugatuck, CT (12 miles from Wallingford, CT)
  • 7 days ago
  • Naugatuck, CT (12 miles from Wallingford, CT)
  • 7 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 Management Consultant

  • Accenture
  • Hartford, CT (23 miles from Wallingford, CT)
  • 60+ days ago
  • Hartford, CT (23 miles from Wallingford, CT)
  • 60+ days ago

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

Demographic Data for Wallingford, CT

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

Local
National
44,606
1,309
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.
edX
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...
John Academy
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,...
edX
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Wallingford, 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 Wallingford, 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 Wallingford, 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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills