Personal Financial Advisor Remote & Hybrid Only Jobs in Connecticut
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...
Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....
Demographic 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
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Retirement Planning
- BSA
- Accruals
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Services
- Financial Planning
- Due Diligence
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Coaching
- Reporting
- Presentation
- Flexibility
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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