Personal Financial Advisor Jobs in Windsor, CT

1-6 of 6 Jobs

Wealth Advisor II

  • Middletown, CT (20 miles from Windsor, CT)
  • 21 days ago
  • Middletown, CT (20 miles from Windsor, CT)
  • 21 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...

AVP, Wealth Advisor

  • West Hartford, CT (9 miles from Windsor, CT)
  • 30+ days ago
  • West Hartford, CT (9 miles from Windsor, CT)
  • 30+ days ago

REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

AVP, Wealth Advisor

  • Hartford, CT (4 miles from Windsor, CT)
  • 30+ days ago
  • Hartford, CT (4 miles from Windsor, CT)
  • 30+ days ago

REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

Income Sales Consultant - Wealth Management

  • Hartford, CT (4 miles from Windsor, CT)
  • 60+ days ago
  • Hartford, CT (4 miles from Windsor, 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

  • West Hartford, CT (9 miles from Windsor, CT)
  • 90+ days ago
  • West Hartford, CT (9 miles from Windsor, CT)
  • 90+ days ago

planning process....

Wealth Advisor - NBT Bank

  • West Hartford, CT (9 miles from Windsor, CT)
  • 90+ days ago
  • West Hartford, CT (9 miles from Windsor, CT)
  • 90+ days ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in West...

Demographic Data for Windsor, CT

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

Local
National
29,458
744
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...
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...
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...
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Salary for Personal Financial Advisor Jobs in Windsor, 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 Windsor, 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 Windsor, 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!