Personal Financial Advisor Jobs in Stamford, CT

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1-8 of 8 Jobs

Senior Wealth Advisor - Safe Act

  • Citi
  • Yonkers, NY (19 miles from Stamford, CT)
  • 1 day 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...

Senior Wealth Advisor - Safe Act

  • Citi
  • Scarsdale, NY (14 miles from Stamford, CT)
  • 3 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...

Wealth Management Consultant

  • Fidelity Investments
  • Roslyn Heights, NY (19 miles from Stamford, CT)
  • 4 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Advisor-White Plains, NY

  • TIAA-CREF
  • White Plains, NY (11 miles from Stamford, CT)
  • 18 days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Private Wealth Advisor - CT

  • U.S. Bancorp
  • Greenwich, CT (4 miles from Stamford, CT)
  • 30+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Wealth Advisor

  • Tompkins Community Bank
  • Mount Kisco, NY (13 miles from Stamford, CT)
  • 60+ days ago
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....

Senior Wealth Advisor Safe Act - Connecticut

  • Citi
  • Stamford, CT
  • 90+ 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...

Senior Wealth Advisor SAFE Act

  • Citigroup Inc.
  • Commack, NY (20 miles from Stamford, CT)
  • 90+ 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...

Demographic Data for Stamford, CT

Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.


122,486
4,675
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Stamford, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

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Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.


Highest Education Level

Personal Financial Advisors in Stamford, CT offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Stamford, CT
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills


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