Personal Financial Advisor Jobs in Leonia, NJ
Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (7 miles from Leonia, NJ)
- 3 hours ago
- New York, NY (7 miles from Leonia, NJ)
- 3 hours ago
Manages Wealth Management client relationships and ensures high-quality service....
In PersonAssociate Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (7 miles from Leonia, NJ)
- 3 hours ago
- New York, NY (7 miles from Leonia, NJ)
- 3 hours ago
Manages a designated portfolio of wealth management clients by collaborating with clients and their advisors to fully understand client needs and objectives....
In PersonManaging Advisor, Wealth Advisors
- FORVIS, LLP
- New York, NY (7 miles from Leonia, NJ)
- 10 hours ago
- New York, NY (7 miles from Leonia, NJ)
- 10 hours ago
Minimum Qualifications: Bachelor's Degree 5+ years of relevant experience in financial planning Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified...
In PersonCiti Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (6 miles from Leonia, NJ)
- 22 hours ago
- Paramus, NJ (6 miles from Leonia, NJ)
- 22 hours ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In Person- International Rescue Committee
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 1 day ago
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 1 day ago
Increase participant knowledge of financial services and credit offerings Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client...
RemoteWealth Management Advisor (NYC)
- TIAA
- New York, NY (7 miles from Leonia, NJ)
- 2 days ago
- New York, NY (7 miles from Leonia, NJ)
- 2 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In Person- UBS
- New York, NY (7 miles from Leonia, NJ)
- 3 days ago
- New York, NY (7 miles from Leonia, NJ)
- 3 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (24 miles from Leonia, NJ)
- 7 days ago
- East Meadow, NY (24 miles from Leonia, NJ)
- 7 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In Person- Goodwin Recruiting
- White Plains, NY (16 miles from Leonia, NJ)
- 8 days ago
- White Plains, NY (16 miles from Leonia, NJ)
- 8 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- International Rescue Committee
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 22 days ago
- Elizabeth, NJ (16 miles from Leonia, NJ)
- 22 days ago
Increase participant knowledge of financial services and credit offerings Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client...
RemoteTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (7 miles from Leonia, NJ)
- 22 days ago
- New York, NY (7 miles from Leonia, NJ)
- 22 days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonSenior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- Citigroup Inc.
- New York, NY (7 miles from Leonia, NJ)
- 23 days ago
- New York, NY (7 miles from Leonia, NJ)
- 23 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (3 miles from Leonia, NJ)
- 24 days ago
- Hackensack, NJ (3 miles from Leonia, NJ)
- 24 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (7 miles from Leonia, NJ)
- 30+ days ago
- New York, NY (7 miles from Leonia, NJ)
- 30+ days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- Beacon Pointe Advisors LLC.
- Summit, NJ (22 miles from Leonia, NJ)
- 30+ days ago
- Summit, NJ (22 miles from Leonia, NJ)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
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
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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