Personal Financial Advisor Jobs in Leonia, NJ
Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Jersey City, NJ (10 miles from Leonia, NJ)
- 1 day ago
- Jersey City, NJ (10 miles from Leonia, NJ)
- 1 day ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (22 miles from Leonia, NJ)
- 1 day ago
- Greenwich, CT (22 miles from Leonia, NJ)
- 1 day 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 PersonJDA Merchandising Financial Planning consultant
- Laiba Technologies LLC
- Queens Village, NY (15 miles from Leonia, NJ)
- 3 days ago
- Queens Village, NY (15 miles from Leonia, NJ)
- 3 days ago
Position-JDA MFP Consultant (Merchandising Financial Planning) Location- New York City, NY (10022) Primary Skill: 3-5 support/dev exp. in JDA MFP(Merchandising financial Planning) or O9 MFP(Merchandising...
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (11 miles from Leonia, NJ)
- 7 days ago
- Brooklyn, NY (11 miles from Leonia, NJ)
- 7 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- Greenwich, CT (22 miles from Leonia, NJ)
- 7 days ago
- Greenwich, CT (22 miles from Leonia, NJ)
- 7 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In Person- Goodwin Recruiting
- Old Westbury, NY (21 miles from Leonia, NJ)
- 7 days ago
- Old Westbury, NY (21 miles from Leonia, NJ)
- 7 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In PersonSenior Wealth Management Advisor - RIA
- Goodwin Recruiting
- New York, NY (7 miles from Leonia, NJ)
- 7 days ago
- New York, NY (7 miles from Leonia, NJ)
- 7 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
In PersonSenior Wealth Advisor SAFE Act - Bronx New York, NY, USA
- Citigroup, Inc.
- New York, NY (7 miles from Leonia, NJ)
- 12 days ago
- New York, NY (7 miles from Leonia, NJ)
- 12 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 PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup, Inc.
- New York, NY (7 miles from Leonia, NJ)
- 14 days ago
- New York, NY (7 miles from Leonia, NJ)
- 14 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 PersonSenior Wealth Advisor SAFE Act - Brooklyn
- Citigroup, Inc.
- New York, NY (7 miles from Leonia, NJ)
- 14 days ago
- New York, NY (7 miles from Leonia, NJ)
- 14 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 Person- Community Financial System, Inc.
- New York, NY (7 miles from Leonia, NJ)
- 14 days ago
- New York, NY (7 miles from Leonia, NJ)
- 14 days ago
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration....
In PersonHead of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
- State Street Corporation
- Clifton, NJ (7 miles from Leonia, NJ)
- 18 days ago
- Clifton, NJ (7 miles from Leonia, NJ)
- 18 days ago
management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...
In Person- GS001 GuideStone Financial Resources of the Southern Baptist Convention
- New York, NY (7 miles from Leonia, NJ)
- 19 days ago
- New York, NY (7 miles from Leonia, NJ)
- 19 days ago
Job Summary The primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management...
Hybrid- Valley National Bancorp
- New York, NY (7 miles from Leonia, NJ)
- 24 days ago
- New York, NY (7 miles from Leonia, NJ)
- 24 days ago
The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development...
In PersonDivisional Wealth Management Consultant
- Capital Group
- New York, NY (7 miles from Leonia, NJ)
- 24 days ago
- New York, NY (7 miles from Leonia, NJ)
- 24 days ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDemographic Data for Leonia, NJ
Moving to Leonia, NJ? Find some basic demographic data about Leonia, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Leonia, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Leonia, NJ 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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills