Personal Financial Advisor Jobs in Connecticut
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonExecute the purchase and sale of equity and debt securities, mutual funds, and authorized insurance products on behalf of clients....
In PersonAre you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonVirtual Wealth Advisor - West Hartford, CT
- Citizens Bank
- West Hartford, CT
- 30+ days ago
- West Hartford, CT
- 30+ 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....
HybridWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT
- 60+ days ago
- Greenwich, CT
- 60+ 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...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT
- 90+ days ago
- Greenwich, CT
- 90+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Personplanning....
In PersonDemographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Connecticut
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Connecticut offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- E-Verify
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Presentation
- Business Development
- Collaboration
- Reporting
- Microsoft PowerPoint
- Policy Development
- Coaching
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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