Personal Financial Advisor Jobs in West Haven, CT

1-5 of 5 Jobs

Associate Wealth Management Advisor

  • Shelton, CT (9 miles from West Haven, CT)
  • 13 hours ago
  • Shelton, CT (9 miles from West Haven, CT)
  • 13 hours ago

Preferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....

Wealth Advisor II

  • Middletown, CT (24 miles from West Haven, CT)
  • 17 days ago
  • Middletown, CT (24 miles from West Haven, CT)
  • 17 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...

Employment Financial Coach-PTI/EN-New Haven

  • New Haven, CT (2 miles from West Haven, CT)
  • 45+ days ago
  • New Haven, CT (2 miles from West Haven, CT)
  • 45+ days ago

Columbus House, Inc. Job Posting: Full Time (32 hours/week), FLSA Non-Exempt, Non-Essential Financial Coach VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested Company...

Income Sales Consultant - Wealth Management

  • Shelton, CT (9 miles from West Haven, CT)
  • 60+ days ago
  • Shelton, CT (9 miles from West Haven, CT)
  • 60+ 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...

Senior Wealth Advisor

  • Fairfield, CT (18 miles from West Haven, CT)
  • 60+ days ago
  • Fairfield, CT (18 miles from West Haven, CT)
  • 60+ days ago

planning process....

Demographic Data for West Haven, CT

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

Local
National
55,584
775
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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Salary for Personal Financial Advisor Jobs in West Haven, 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 West Haven, CT offer the following education background
Bachelor's Degree
52.5%
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 West Haven, 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!