Personal Financial Advisor Jobs in Passaic, NJ
Citi Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (6 miles from Passaic, NJ)
- 1 hour ago
- Paramus, NJ (6 miles from Passaic, NJ)
- 1 hour 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 (12 miles from Passaic, NJ)
- 6 hours ago
- Elizabeth, NJ (12 miles from Passaic, NJ)
- 6 hours 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 (10 miles from Passaic, NJ)
- 2 days ago
- New York, NY (10 miles from Passaic, 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- Synkriom
- Hoboken, NJ (9 miles from Passaic, NJ)
- 2 days ago
- Hoboken, NJ (9 miles from Passaic, NJ)
- 2 days ago
Qualifications: 10+ years of experience in business or solution architecture within wealth management, private banking, or financial services....
In Person- UBS
- New York, NY (10 miles from Passaic, NJ)
- 3 days ago
- New York, NY (10 miles from Passaic, NJ)
- 3 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- International Rescue Committee
- Elizabeth, NJ (12 miles from Passaic, NJ)
- 21 days ago
- Elizabeth, NJ (12 miles from Passaic, NJ)
- 21 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 (10 miles from Passaic, NJ)
- 21 days ago
- New York, NY (10 miles from Passaic, NJ)
- 21 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 (10 miles from Passaic, NJ)
- 22 days ago
- New York, NY (10 miles from Passaic, NJ)
- 22 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 (24 miles from Passaic, NJ)
- 22 days ago
- Perth Amboy, NJ (24 miles from Passaic, NJ)
- 22 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 (4 miles from Passaic, NJ)
- 24 days ago
- Hackensack, NJ (4 miles from Passaic, NJ)
- 24 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (10 miles from Passaic, NJ)
- 29 days ago
- New York, NY (10 miles from Passaic, NJ)
- 29 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- Beacon Pointe Advisors LLC.
- Summit, NJ (15 miles from Passaic, NJ)
- 30+ days ago
- Summit, NJ (15 miles from Passaic, NJ)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
In Person- NFP Corp.
- New York, NY (10 miles from Passaic, NJ)
- 30+ days ago
- New York, NY (10 miles from Passaic, 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
- New York, NY (10 miles from Passaic, NJ)
- 45+ days ago
- New York, NY (10 miles from Passaic, NJ)
- 45+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (10 miles from Passaic, NJ)
- 45+ days ago
- New York, NY (10 miles from Passaic, 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 PersonDemographic Data for Passaic, NJ
Moving to Passaic, NJ? Find some basic demographic data about Passaic, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Passaic, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Passaic, 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
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- 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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