Personal Financial Advisor Jobs in Watertown, CT
- Columbus House
- New Haven, CT (21 miles from Watertown, CT)
- 6 days ago
- New Haven, CT (21 miles from Watertown, CT)
- 6 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 (19 miles from Watertown, CT)
- 16 days ago
- Shelton, CT (19 miles from Watertown, CT)
- 16 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- First Financial Bank
- Middletown, CT (22 miles from Watertown, CT)
- 30+ days ago
- Middletown, CT (22 miles from Watertown, CT)
- 30+ days ago
planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of...
In Person- National Financial Partners Corp.
- West Hartford, CT (19 miles from Watertown, CT)
- 30+ days ago
- West Hartford, CT (19 miles from Watertown, CT)
- 30+ 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 (19 miles from Watertown, CT)
- 90+ days ago
- Shelton, CT (19 miles from Watertown, 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 (19 miles from Watertown, CT)
- 90+ days ago
- West Hartford, CT (19 miles from Watertown, CT)
- 90+ days ago
planning process....
In PersonDemographic Data for Watertown, CT
Moving to Watertown, CT? Find some basic demographic data about Watertown, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Watertown, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Watertown, 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
- BSA
- Wealth Management
- OFAC
- Retirement Planning
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Portfolio Management
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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