Personal Financial Advisor Jobs in Trumbull, CT

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-4 of 4 Jobs

Wealth Advisor - New Haven, CT

  • Citizens Bank
  • New Haven, CT (14 miles from Trumbull, CT)
  • 22 days ago
  • New Haven, CT (14 miles from Trumbull, CT)
  • 22 days ago

Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....

In Person

Bernstein Wealth Advisor

  • 105 AllianceBernstein LP.
  • Stamford, CT (22 miles from Trumbull, CT)
  • 45+ days ago
  • Stamford, CT (22 miles from Trumbull, CT)
  • 45+ days ago

What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside....

In Person

Wealth Advisor - Sikorsky Credit Union

  • LPL Financial
  • Stratford, CT (4 miles from Trumbull, CT)
  • 45+ days ago
  • Stratford, CT (4 miles from Trumbull, CT)
  • 45+ days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

In Person

Wealth Advisor - Webster Bank

  • LPL Financial
  • Westport, CT (11 miles from Trumbull, CT)
  • 60+ days ago
  • Westport, CT (11 miles from Trumbull, CT)
  • 60+ days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

In Person

Demographic Data for Trumbull, CT

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

Local
National
36,835
889
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Alison
Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
Trailhead
Action Plans for Financial Advisors in Agentforce Financial Services
Discover how to effectively implement Action Plans for financial advisors to enhance team productivity. This guide covers creating action plan templates and configuring This module includes the...
Alison
Becoming a Professional Personal Finance Advisor
Are you ready to become a financial advisor and help others build lasting wealth? This course will equip you with the essential knowledge and skills to guide clients in managing their finances,...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Trumbull, CT

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

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

Highest Education Level

Personal Financial Advisors in Trumbull, CT offer the following education background
Bachelor's Degree
52.8%
Master's Degree
31.5%
High School or GED
4.4%
Associate's Degree
4.1%
Vocational Degree or Certification
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 Trumbull, 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%

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!

Other Career Titles

Here are some other career titles that require similar skills

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