Personal Financial Advisor Jobs in East Brunswick, NJ
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.
- Accenture
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 7 days ago
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonWealth Advisor - Northfield Bank
- Lplfinancial
- East Brunswick, NJ
- 12 days ago
- East Brunswick, NJ
- 12 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 PersonWealth Advisor, UHNW (Morristown, NJ)
- Mercer Advisors
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 14 days ago
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 14 days ago
Join us and be part of this exciting journey as we shape the future of financial planning and wealth management....
HybridWealth Advisor (Morristown, NJ)
- Mercer Advisors
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 30+ days ago
- Morristown, NJ (24 miles from East Brunswick, NJ)
- 30+ days ago
Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and...
HybridWealth Advisor - Woodbridge, NJ
- Citizens Bank
- Woodbridge, NJ (10 miles from East Brunswick, NJ)
- 30+ days ago
- Woodbridge, NJ (10 miles from East Brunswick, NJ)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonVirtual Wealth Advisor - New Jersey
- Citizens Bank
- Summit, NJ (19 miles from East Brunswick, NJ)
- 45+ days ago
- Summit, NJ (19 miles from East Brunswick, NJ)
- 45+ days ago
The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
In PersonSenior Retirement Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Holmdel, NJ (13 miles from East Brunswick, NJ)
- 60+ days ago
- Holmdel, NJ (13 miles from East Brunswick, NJ)
- 60+ days ago
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform....
HybridSenior Wealth Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Holmdel, NJ (13 miles from East Brunswick, NJ)
- 90+ days ago
- Holmdel, NJ (13 miles from East Brunswick, NJ)
- 90+ days ago
Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, taxaware strategies, and estate considerations to protect clients' assets and incomes....
In PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Princeton, NJ (13 miles from East Brunswick, NJ)
- 90+ days ago
- Princeton, NJ (13 miles from East Brunswick, NJ)
- 90+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for East Brunswick, NJ
Moving to East Brunswick, NJ? Find some basic demographic data about East Brunswick, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in East Brunswick, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in East Brunswick, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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