Personal Financial Advisor Jobs in North Bergen, NJ
Senior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (24 miles from North Bergen, NJ)
- 8 hours ago
- East Meadow, NY (24 miles from North Bergen, NJ)
- 8 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- Goodwin Recruiting
- White Plains, NY (21 miles from North Bergen, NJ)
- 1 day ago
- White Plains, NY (21 miles from North Bergen, NJ)
- 1 day ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (6 miles from North Bergen, NJ)
- 6 days ago
- Brooklyn, NY (6 miles from North Bergen, NJ)
- 6 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonConsultant- Wealth Management & Trust, Infosys Consulting
- Infosys LTD
- New York, NY (3 miles from North Bergen, NJ)
- 14 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 14 days ago
in Wealth Management....
In Person- International Rescue Committee
- Elizabeth, NJ (11 miles from North Bergen, NJ)
- 15 days ago
- Elizabeth, NJ (11 miles from North Bergen, NJ)
- 15 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 (3 miles from North Bergen, NJ)
- 15 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 15 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 (3 miles from North Bergen, NJ)
- 16 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 16 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 Opportunity Center Financial Coach
- United Way of America
- Perth Amboy, NJ (22 miles from North Bergen, NJ)
- 16 days ago
- Perth Amboy, NJ (22 miles from North Bergen, NJ)
- 16 days 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 (6 miles from North Bergen, NJ)
- 18 days ago
- Hackensack, NJ (6 miles from North Bergen, NJ)
- 18 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (3 miles from North Bergen, NJ)
- 23 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 23 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- Beacon Pointe Advisors LLC.
- Summit, NJ (18 miles from North Bergen, NJ)
- 30+ days ago
- Summit, NJ (18 miles from North Bergen, NJ)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
In Person- NFP Corp.
- New York, NY (3 miles from North Bergen, NJ)
- 30+ days ago
- New York, NY (3 miles from North Bergen, NJ)
- 30+ days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (3 miles from North Bergen, NJ)
- 45+ days ago
- New York, NY (3 miles from North Bergen, NJ)
- 45+ 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 PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (3 miles from North Bergen, NJ)
- 45+ days ago
- New York, NY (3 miles from North Bergen, NJ)
- 45+ 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 PersonSr. Manager, Wealth Advisor Schwab Wealth Advisory
- Charles Schwab Inc.
- New York, NY (3 miles from North Bergen, NJ)
- 45+ days ago
- New York, NY (3 miles from North Bergen, NJ)
- 45+ days ago
plans and portfolios for clients....
In PersonDemographic Data for North Bergen, NJ
Moving to North Bergen, NJ? Find some basic demographic data about North Bergen, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in North Bergen, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in North Bergen, 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
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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