Personal Financial Advisor Jobs in Secaucus, NJ
Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Jersey City, NJ (3 miles from Secaucus, NJ)
- 10 hours ago
- Jersey City, NJ (3 miles from Secaucus, NJ)
- 10 hours ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...
In PersonPGIM Global Wealth - Retirement Specialist
- Prudential
- Newark, NJ (6 miles from Secaucus, NJ)
- 1 day ago
- Newark, NJ (6 miles from Secaucus, NJ)
- 1 day ago
Job Classification: Sales - Sales Our Role: The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual...
In Person Part TimeSenior Wealth Advisor SAFE Act - Uptown Manhattan
- Citigroup
- New York, NY (4 miles from Secaucus, NJ)
- 6 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 6 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 Service Senior Consultant - Wealth Management/Trading BA
- Sia Partners
- New York, NY (4 miles from Secaucus, NJ)
- 6 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 6 days ago
Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (11 miles from Secaucus, NJ)
- 8 days ago
- Paramus, NJ (11 miles from Secaucus, NJ)
- 8 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 with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (6 miles from Secaucus, NJ)
- 9 days ago
- Brooklyn, NY (6 miles from Secaucus, NJ)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (11 miles from Secaucus, NJ)
- 9 days ago
- Paramus, NJ (11 miles from Secaucus, NJ)
- 9 days ago
planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...
In PersonSenior Wealth Advisor SAFE Act - Midtown Manhattan
- Citigroup
- New York, NY (4 miles from Secaucus, NJ)
- 9 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 9 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 - Staten Island
- Citigroup
- Staten Island, NY (10 miles from Secaucus, NJ)
- 9 days ago
- Staten Island, NY (10 miles from Secaucus, NJ)
- 9 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 - Brooklyn
- Citigroup
- Brooklyn, NY (6 miles from Secaucus, NJ)
- 9 days ago
- Brooklyn, NY (6 miles from Secaucus, NJ)
- 9 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 - Bronx
- Citigroup
- Bronx, NY (8 miles from Secaucus, NJ)
- 9 days ago
- Bronx, NY (8 miles from Secaucus, NJ)
- 9 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 - Wealth Advisory - Livingston, NJ
- Clifton Larson Allen
- Livingston, NJ (13 miles from Secaucus, NJ)
- 11 days ago
- Livingston, NJ (13 miles from Secaucus, NJ)
- 11 days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
In PersonSenior Wealth Advisor SAFE Act - Westchester
- Early Career
- New York, NY (4 miles from Secaucus, NJ)
- 12 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 12 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 PersonRelationship Advisor, Wealth Management
- Northern Trust
- New York, NY (4 miles from Secaucus, NJ)
- 13 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 13 days ago
Manages Wealth Management client relationships and ensures high-quality service....
In PersonAssociate Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (4 miles from Secaucus, NJ)
- 13 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 13 days ago
Manages a designated portfolio of wealth management clients by collaborating with clients and their advisors to fully understand client needs and objectives....
In PersonDemographic Data for Secaucus, NJ
Moving to Secaucus, NJ? Find some basic demographic data about Secaucus, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Secaucus, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Secaucus, 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
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Sales
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
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