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Personal Financial Advisor Jobs in Fort Lee, NJ

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1-15 of 24 Jobs
Senior Wealth Advisor SAFE Act - NY Queens
Citigroup - New York, NY (6 miles from Fort Lee, NJ)
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...
3 days ago
Wealth Advisor SAFE Act
Citigroup - Albertson, NY (17 miles from Fort Lee, NJ)
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...
6 days ago
Lead Advisor (Wealth Management Advisor)
Fortitude Solutions, LLC. - New York, NY (6 miles from Fort Lee, NJ)
WMCP - Wealth Management Certified Professional Designation or CFP - Certified Financial Planner Designation No Travel; No Telecommuting....
7 days ago
Associate Wealth Analyst
The Bank of New York Mellon - New York, NY (6 miles from Fort Lee, NJ)
Primary Location: United States-New York- Internal Jobcode: 32442 Job: Wealth Management Organization: Advice Planning and Fiduciary-HR16024 Requisition Number: 2106961 BNY Mellon is an Equal Employment...
8 days ago
Sr. Wealth Strategy Associate
UBS - New York, NY (6 miles from Fort Lee, NJ)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Sr....
9 days ago
Senior Wealth Strategy Associate
UBS - New York, NY (6 miles from Fort Lee, NJ)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
9 days ago
Senior Consultant - Wealth Management Software Implementation - Charles River Development
State Street - New York, NY (6 miles from Fort Lee, NJ)
) at our wealth management clients....
10 days ago
Wealth Advisor, Truist Wealth (New York, NY)
Truist - New York, NY (6 miles from Fort Lee, NJ)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
12 days ago
Wealth Advisor SAFEACT
Citigroup Inc. - New York, NY (6 miles from Fort Lee, NJ)
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...
14 days ago
WM - Latin America Private Bank - Wealth Advisor - ED - New York, NY or Miami, FL
JPMorgan Chase & Co. - New York, NY (6 miles from Fort Lee, NJ)
management disciplines, including investing and credit Ability to work in a team-based environment...
14 days ago
Wealth Management Advisor
Northwestern Mutual - New York, NY (6 miles from Fort Lee, NJ)
and additional factors related to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial...
Direct Apply

19 days ago
& 72Nd - Private Client Advisor - Wealth Management
JP Morgan Chase Company - New York, NY (6 miles from Fort Lee, NJ)
branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families....
23 days ago
Wealth Strategy Associate
UBS - New York, NY (6 miles from Fort Lee, NJ)
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
24 days ago
Private Wealth Advisor - East Coast
Ellevest - New York, NY (6 miles from Fort Lee, NJ)
She previously worked as CEO of Smith Barney and Merrill Lynch Wealth Management and as CFO of Citi....
25 days ago
Private Wealth Advisor - West Coast
Ellevest - New York, NY (6 miles from Fort Lee, NJ)
She previously worked as CEO of Smith Barney and Merrill Lynch Wealth Management and as CFO of Citi....
25 days ago

Demographic Data for Fort Lee, NJ

Moving to Fort Lee, NJ? Find some basic demographic data about Fort Lee, NJ below.

35,353
1,612
Medium

Personal Financial Advisor Online Courses and Training Opportunities

edX
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...
Coursera
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.
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Fort Lee, NJ

This is the average annual salary for Personal Financial Advisor jobs in Fort Lee, NJ as reported by the BLS.

$109,538

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Fort Lee, NJ offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.8%)
  • Vocational 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 Fort Lee, NJ
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

= trending

Other Titles

Here are some other career titles that require similar skills

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