Personal Financial Advisor Jobs in Cumberland, RI

1-4 of 4 Jobs

Wealth Management Advisor

  • Providence, RI (9 miles from Cumberland, RI)
  • 16 days ago
  • Providence, RI (9 miles from Cumberland, RI)
  • 16 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...

Wealth Advisor

  • Dedham, MA (23 miles from Cumberland, RI)
  • 28 days ago
  • Dedham, MA (23 miles from Cumberland, RI)
  • 28 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...

Personal Financial Advisor

  • Johnston, RI (9 miles from Cumberland, RI)
  • 30+ days ago
  • Johnston, RI (9 miles from Cumberland, RI)
  • 30+ days ago

$90k Per Year Position range in Rhode Island $60k - $147k Per Year Personal Financial Advisor New York Life Occupation: Personal Financial Advisors Location: Johnston, RI - 02919 Positions available...

Private Wealth Advisor / Director

  • Barrington, RI (15 miles from Cumberland, RI)
  • 45+ days ago
  • Barrington, RI (15 miles from Cumberland, RI)
  • 45+ days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Demographic Data for Cumberland, RI

Moving to Cumberland, RI? Find some basic demographic data about Cumberland, RI below.

Local
National
36,376
743
Medium

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...
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 Cumberland, RI

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 Cumberland, RI 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 Cumberland, RI
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!