Personal Financial Advisor Jobs in New Jersey

1-8 of 8 Jobs

Wealth Advisor

  • Madison, NJ
  • 16 days ago
  • Madison, NJ
  • 16 days ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

  • Ridgewood, NJ
  • 21 days ago
  • Ridgewood, NJ
  • 21 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...

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ
  • 30+ days ago
  • Hackensack, NJ
  • 30+ days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

  • Paramus, NJ
  • 30+ days ago
  • Paramus, NJ
  • 30+ days ago

, and 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...

Wealth Advisor - PNC Investments

  • Fort Lee, NJ
  • 60+ days ago
  • Fort Lee, NJ
  • 60+ days ago

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

Wealth Advisor - Wealth Advisory - Livingston, NJ

  • Livingston, NJ
  • 60+ days ago
  • Livingston, NJ
  • 60+ days ago

They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....

Associate Wealth Advisor

  • Roseland, NJ
  • 90+ days ago
  • Roseland, NJ
  • 90+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...

Financial Advisor - Private Client Group

  • Paramus, NJ
  • 90+ days ago
  • Paramus, NJ
  • 90+ days ago

Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....

Demographic Data for New Jersey

Moving to New Jersey? Find some basic demographic data about New Jersey below.

Local
National
9,288,994
232,891

Personal Financial Advisor Online Courses and Training Opportunities

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edX
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
John Academy
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...
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Salary for Personal Financial Advisor Jobs in New Jersey

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 New Jersey offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 New Jersey
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!