Personal Financial Advisor Jobs in Montclair, NJ
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- Citigroup Inc.
- New York, NY (12 miles from Montclair, NJ)
- 13 hours ago
- New York, NY (12 miles from Montclair, NJ)
- 13 hours 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 PersonFinancial Opportunity Center Financial Coach
- United Way of America
- Perth Amboy, NJ (20 miles from Montclair, NJ)
- 13 hours ago
- Perth Amboy, NJ (20 miles from Montclair, NJ)
- 13 hours ago
When uploading your job description, be sure to include the following areas: ORGANIZATION OVERVIEW About United Way of Central Jersey UWCJ brings resources to local disadvantaged families to...
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (10 miles from Montclair, NJ)
- 2 days ago
- Hackensack, NJ (10 miles from Montclair, NJ)
- 2 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Management Advisor, New York
- U.S. Bancorp
- New York, NY (12 miles from Montclair, NJ)
- 6 days ago
- New York, NY (12 miles from Montclair, NJ)
- 6 days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
In Person- UBS
- New York, NY (12 miles from Montclair, NJ)
- 7 days ago
- New York, NY (12 miles from Montclair, NJ)
- 7 days ago
Your expertise: Series 7 and 66 licenses • 2+ years of experience in wealth management, financial planning, or a related field • Highly skilled in Microsoft Excel, Word and PowerPoint Proficiency, Adobe...
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (12 miles from Montclair, NJ)
- 7 days ago
- New York, NY (12 miles from Montclair, NJ)
- 7 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- Beacon Pointe Advisors LLC.
- Summit, NJ (10 miles from Montclair, NJ)
- 20 days ago
- Summit, NJ (10 miles from Montclair, NJ)
- 20 days ago
financial planning software, CRM and portfolio management systems....
In Person- NFP Corp.
- New York, NY (12 miles from Montclair, NJ)
- 21 days ago
- New York, NY (12 miles from Montclair, NJ)
- 21 days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (14 miles from Montclair, NJ)
- 22 days ago
- Brooklyn, NY (14 miles from Montclair, NJ)
- 22 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- TIAA
- Hackensack, NJ (10 miles from Montclair, NJ)
- 24 days ago
- Hackensack, NJ (10 miles from Montclair, NJ)
- 24 days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (12 miles from Montclair, NJ)
- 30+ days ago
- New York, NY (12 miles from Montclair, 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...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (12 miles from Montclair, NJ)
- 30+ days ago
- New York, NY (12 miles from Montclair, 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...
In PersonSr. Manager, Wealth Advisor Schwab Wealth Advisory
- Charles Schwab Inc.
- New York, NY (12 miles from Montclair, NJ)
- 30+ days ago
- New York, NY (12 miles from Montclair, NJ)
- 30+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Millburn, NJ (6 miles from Montclair, NJ)
- 30+ days ago
- Millburn, NJ (6 miles from Montclair, NJ)
- 30+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonSenior Financial Planning Consultant
- LPL Financial Holdings, Inc.
- Hoboken, NJ (10 miles from Montclair, NJ)
- 45+ days ago
- Hoboken, NJ (10 miles from Montclair, NJ)
- 45+ days ago
Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....
In PersonDemographic Data for Montclair, NJ
Moving to Montclair, NJ? Find some basic demographic data about Montclair, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Montclair, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Montclair, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- 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