Personal Financial Advisor Jobs in Somerset, NJ

1-11 of 11 Jobs

Consultant- Wealth Management & Trust, Infosys Consulting Consultant- Wealth Management & Trust, Infosys Consulting

  • Bridgewater, NJ (8 miles from Somerset, NJ)
  • 1 day ago
  • Bridgewater, NJ (8 miles from Somerset, NJ)
  • 1 day ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Wealth Advisor

  • Princeton, NJ (11 miles from Somerset, NJ)
  • 4 days ago
  • Princeton, NJ (11 miles from Somerset, NJ)
  • 4 days ago

.+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.+ Reviews...

Associate Wealth Advisor

  • Summit, NJ (17 miles from Somerset, NJ)
  • 4 days ago
  • Summit, NJ (17 miles from Somerset, NJ)
  • 4 days ago

financial planning software, CRM and portfolio management systems....

Wealth Advisor - PNC Investments

  • Millburn, NJ (20 miles from Somerset, NJ)
  • 26 days ago
  • Millburn, NJ (20 miles from Somerset, NJ)
  • 26 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor - PNC Investments

  • Princeton, NJ (12 miles from Somerset, NJ)
  • 28 days ago
  • Princeton, NJ (12 miles from Somerset, NJ)
  • 28 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Sr Private Wealth Advisor

  • Morristown, NJ (19 miles from Somerset, NJ)
  • 30+ days ago
  • Morristown, NJ (19 miles from Somerset, NJ)
  • 30+ days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Senior Financial Planning Consultant

  • Trenton, NJ (22 miles from Somerset, NJ)
  • 30+ days ago
  • Trenton, NJ (22 miles from Somerset, NJ)
  • 30+ days ago

Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....

Remote Work

Consultant- Wealth Management & Trust, Infosys Consulting

  • Bridgewater, NJ (8 miles from Somerset, NJ)
  • 60+ days ago
  • Bridgewater, NJ (8 miles from Somerset, NJ)
  • 60+ days ago

in Wealth Management....

Financial Coach - $29.00 hour / Not Remote

  • Staten Island, NY (24 miles from Somerset, NJ)
  • 60+ days ago
  • Staten Island, NY (24 miles from Somerset, NJ)
  • 60+ days ago

Company Description We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained...

Income Sales Consultant - Wealth Management

  • Newark, NJ (24 miles from Somerset, NJ)
  • 60+ days ago
  • Newark, NJ (24 miles from Somerset, NJ)
  • 60+ days ago

What youll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...

Financial Coach - $29.00 hour / Not Remote

  • Staten Island, NY (24 miles from Somerset, NJ)
  • 60+ days ago
  • Staten Island, NY (24 miles from Somerset, NJ)
  • 60+ days ago

Company Description We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained...

Demographic Data for Somerset, NJ

Moving to Somerset, NJ? Find some basic demographic data about Somerset, NJ below.

Local
National
55,500
1,466
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
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Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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Salary for Personal Financial Advisor Jobs in Somerset, NJ

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Somerset, NJ offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Somerset, NJ
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!