Personal Financial Advisor Jobs in Somerset, NJ
Senior Wealth Advisor SAFE Act - Staten Island
- Citigroup
- Staten Island, NY (24 miles from Somerset, NJ)
- 5 days ago
- Staten Island, NY (24 miles from Somerset, NJ)
- 5 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 (22 miles from Somerset, NJ)
- 6 days ago
- Livingston, NJ (22 miles from Somerset, NJ)
- 6 days ago
Essential Job Functions Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work....
In Person- International Rescue Committee
- Elizabeth, NJ (21 miles from Somerset, NJ)
- 9 days ago
- Elizabeth, NJ (21 miles from Somerset, NJ)
- 9 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...
Remote- International Rescue Committee
- Elizabeth, NJ (21 miles from Somerset, NJ)
- 30+ days ago
- Elizabeth, NJ (21 miles from Somerset, NJ)
- 30+ 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...
RemoteFinancial Opportunity Center Financial Coach
- United Way of America
- Perth Amboy, NJ (13 miles from Somerset, NJ)
- 30+ days ago
- Perth Amboy, NJ (13 miles from Somerset, NJ)
- 30+ 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 Person- TIAA
- Princeton, NJ (11 miles from Somerset, NJ)
- 45+ days ago
- Princeton, NJ (11 miles from Somerset, NJ)
- 45+ days ago
But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Millburn, NJ (20 miles from Somerset, NJ)
- 60+ days ago
- Millburn, NJ (20 miles from Somerset, NJ)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Advisor - PNC Investments
- PNC
- Princeton, NJ (12 miles from Somerset, NJ)
- 60+ days ago
- Princeton, NJ (12 miles from Somerset, NJ)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Valley National Bancorp
- Morristown, NJ (19 miles from Somerset, NJ)
- 60+ days ago
- Morristown, NJ (19 miles from Somerset, NJ)
- 60+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonSenior Financial Planning Consultant
- LPL Financial
- Trenton, NJ (22 miles from Somerset, NJ)
- 60+ days ago
- Trenton, NJ (22 miles from Somerset, NJ)
- 60+ days ago
Requirements: Bachelors degree required;. 5+ years of experience in financial services, with a focus on financial planning or advisor consulting....
RemoteDemographic Data for Somerset, NJ
Moving to Somerset, NJ? Find some basic demographic data about Somerset, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Somerset, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Somerset, 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
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- 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
- Research Skills
- Team Building
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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