Personal Financial Advisor Jobs in New Jersey
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...
Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....
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
- 30+ days ago
- Ridgewood, NJ
- 30+ 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...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ
- 45+ days ago
- Hackensack, NJ
- 45+ days ago
Certified Financial Planner (CFP) designation preferred....
Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus
- Paramus, NJ
- 45+ days ago
- Paramus, NJ
- 45+ 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...
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
- 90+ days ago
- Livingston, NJ
- 90+ days ago
They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....
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...
Demographic Data for New Jersey
Moving to New Jersey? Find some basic demographic data about New Jersey below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New Jersey
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New Jersey 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Coaching
- Public Speaking
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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