Personal Financial Advisor Jobs in Summit, NJ
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab
- Hoboken, NJ (17 miles from Summit, NJ)
- 15 hours ago
- Hoboken, NJ (17 miles from Summit, NJ)
- 15 hours ago
plans and portfolios for clients....
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab
- Hoboken, NJ (17 miles from Summit, NJ)
- 15 hours ago
- Hoboken, NJ (17 miles from Summit, NJ)
- 15 hours ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In Person- Prudential Financial, Inc.
- New York, NY (19 miles from Summit, NJ)
- 1 day ago
- New York, NY (19 miles from Summit, NJ)
- 1 day ago
Proficient in Microsoft Office Suite Adhere to all applicable compliance requirements Qualifications Series 7 License Series 66 (63/65) License Insurance Licenses Certified Financial Planner preferred...
In Person- Focus Financial Partners
- Parsippany, NJ (10 miles from Summit, NJ)
- 3 days ago
- Parsippany, NJ (10 miles from Summit, NJ)
- 3 days ago
#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
RemoteAssociate Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Jersey City, NJ (14 miles from Summit, NJ)
- 3 days ago
- Jersey City, NJ (14 miles from Summit, NJ)
- 3 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In PersonDivisional Wealth Management Consultant - Dallas, San Antonio & Austin New York, NY, USA
- Capital Group
- New York, NY (19 miles from Summit, NJ)
- 9 days ago
- New York, NY (19 miles from Summit, NJ)
- 9 days ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonDivisional Wealth Management Consultant - Dallas, San Antonio & Austin
- Capital Group
- New York, NY (19 miles from Summit, NJ)
- 12 days ago
- New York, NY (19 miles from Summit, NJ)
- 12 days ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In Person- TIAA
- New Brunswick, NJ (16 miles from Summit, NJ)
- 15 days ago
- New Brunswick, NJ (16 miles from Summit, NJ)
- 15 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 PersonSenior Wealth Management Advisor - RIA
- Goodwin Recruiting
- New York, NY (19 miles from Summit, NJ)
- 20 days ago
- New York, NY (19 miles from Summit, NJ)
- 20 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
In PersonSenior Wealth Advisor SAFE Act - Bronx New York, NY, USA
- Citigroup, Inc.
- New York, NY (19 miles from Summit, NJ)
- 25 days ago
- New York, NY (19 miles from Summit, NJ)
- 25 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonSenior Wealth Advisor SAFE Act - Brooklyn
- Citigroup, Inc.
- New York, NY (19 miles from Summit, NJ)
- 27 days ago
- New York, NY (19 miles from Summit, NJ)
- 27 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Person- Community Financial System, Inc.
- New York, NY (19 miles from Summit, NJ)
- 27 days ago
- New York, NY (19 miles from Summit, NJ)
- 27 days ago
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration....
In PersonHead of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
- State Street Corporation
- Clifton, NJ (16 miles from Summit, NJ)
- 30+ days ago
- Clifton, NJ (16 miles from Summit, NJ)
- 30+ days ago
management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...
In Person- GS001 GuideStone Financial Resources of the Southern Baptist Convention
- New York, NY (19 miles from Summit, NJ)
- 30+ days ago
- New York, NY (19 miles from Summit, NJ)
- 30+ days ago
Job Summary The primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management...
Hybrid- Valley National Bancorp
- New York, NY (19 miles from Summit, NJ)
- 30+ days ago
- New York, NY (19 miles from Summit, NJ)
- 30+ days ago
The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development...
In PersonDemographic Data for Summit, NJ
Moving to Summit, NJ? Find some basic demographic data about Summit, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Summit, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Summit, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Asset Management
- Financial Services
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Reporting
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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