Personal Financial Advisor Jobs in Connecticut

1-9 of 9 Jobs

Wealth Strategy Associate

  • Hartford, CT
  • 2 days ago
  • Hartford, CT
  • 2 days ago

Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...

Senior Wealth Advisor - RDM Financial Group

  • Westport, CT
  • 10 days ago
  • Westport, CT
  • 10 days ago

Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...

Wealth Advisor - RDM Financial Group

  • Westport, CT
  • 10 days ago
  • Westport, CT
  • 10 days ago

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

Wealth Advisor - NBT Bank

  • Hartford, CT
  • 13 days ago
  • Hartford, CT
  • 13 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...

Wealth Advisor - NBT Bank

  • West Hartford, CT
  • 14 days ago
  • West Hartford, CT
  • 14 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...

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT
  • 28 days ago
  • Greenwich, CT
  • 28 days ago

planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...

AVP, Wealth Advisor

  • Hartford, CT
  • 30+ days ago
  • Hartford, CT
  • 30+ days ago

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

Sr. Wealth Advisor

  • Greenwich, CT
  • 90+ days ago
  • Greenwich, CT
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

PWM Private Wealth Advisor

  • Greenwich, CT
  • 90+ days ago
  • Greenwich, CT
  • 90+ days ago

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....

Demographic Data for Connecticut

Moving to Connecticut? Find some basic demographic data about Connecticut below.


Local
National
3,605,944
87,557

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...
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...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Connecticut

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 Connecticut 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
4.2%
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 Connecticut
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%