Personal Financial Advisor Jobs in Bloomingdale, NJ

1-9 of 9 Jobs

Income Sales Consultant - Wealth Management

  • Newark, NJ (22 miles from Bloomingdale, NJ)
  • 1 day ago
  • Newark, NJ (22 miles from Bloomingdale, NJ)
  • 1 day ago

What youll 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...

Financial Advisor - Private Client Group

  • Paramus, NJ (14 miles from Bloomingdale, NJ)
  • 4 days ago
  • Paramus, NJ (14 miles from Bloomingdale, NJ)
  • 4 days ago

Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....

Wealth Advisor

  • Madison, NJ (19 miles from Bloomingdale, NJ)
  • 23 days ago
  • Madison, NJ (19 miles from Bloomingdale, NJ)
  • 23 days ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

  • Ridgewood, NJ (12 miles from Bloomingdale, NJ)
  • 29 days ago
  • Ridgewood, NJ (12 miles from Bloomingdale, NJ)
  • 29 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...

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ (18 miles from Bloomingdale, NJ)
  • 30+ days ago
  • Hackensack, NJ (18 miles from Bloomingdale, NJ)
  • 30+ days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

  • Paramus, NJ (14 miles from Bloomingdale, NJ)
  • 30+ days ago
  • Paramus, NJ (14 miles from Bloomingdale, NJ)
  • 30+ 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...

Wealth Advisor - PNC Investments

  • Fort Lee, NJ (22 miles from Bloomingdale, NJ)
  • 60+ days ago
  • Fort Lee, NJ (22 miles from Bloomingdale, NJ)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor - Wealth Advisory - Livingston, NJ

  • Livingston, NJ (16 miles from Bloomingdale, NJ)
  • 60+ days ago
  • Livingston, NJ (16 miles from Bloomingdale, NJ)
  • 60+ days ago

They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....

Associate Wealth Advisor

  • Roseland, NJ (14 miles from Bloomingdale, NJ)
  • 90+ days ago
  • Roseland, NJ (14 miles from Bloomingdale, NJ)
  • 90+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...

Demographic Data for Bloomingdale, NJ

Moving to Bloomingdale, NJ? Find some basic demographic data about Bloomingdale, NJ below.

Local
National
7,691
148
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
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...
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Bloomingdale, NJ

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 Bloomingdale, NJ 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 Bloomingdale, NJ
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!