Personal Financial Advisor Jobs in Millburn, 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.
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Brooklyn, NY (16 miles from Millburn, NJ)
- 3 days ago
- Brooklyn, NY (16 miles from Millburn, NJ)
- 3 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
Wealth Management Advisor (Hackensack or Princeton, NJ)
- Hackensack, NJ (16 miles from Millburn, NJ)
- 3 days ago
- Hackensack, NJ (16 miles from Millburn, NJ)
- 3 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...
- New York, NY (16 miles from Millburn, NJ)
- 8 days ago
- New York, NY (16 miles from Millburn, NJ)
- 8 days ago
Summary As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts....
- Franklin Lakes, NJ (19 miles from Millburn, NJ)
- 9 days ago
- Franklin Lakes, NJ (19 miles from Millburn, NJ)
- 9 days ago
Beyond managing relationships, you'll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients...
- New York, NY (16 miles from Millburn, NJ)
- 16 days ago
- New York, NY (16 miles from Millburn, NJ)
- 16 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
- New York, NY (16 miles from Millburn, NJ)
- 16 days ago
- New York, NY (16 miles from Millburn, NJ)
- 16 days ago
**Job Description** The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Senior Wealth Advisor SAFE Act - Brooklyn / Queens area
- Flushing, NY (24 miles from Millburn, NJ)
- 18 days ago
- Flushing, NY (24 miles from Millburn, NJ)
- 18 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...
Head of Wealth Advisor Channel Development
- Jersey City, NJ (11 miles from Millburn, NJ)
- 19 days ago
- Jersey City, NJ (11 miles from Millburn, NJ)
- 19 days ago
Deep Engineering Background Needs to drive Engineering Choices for Wealth Business Background of Engineering Wealth Advisory Solutions for financial planning/advisor and UHNW client businesses....
- New York, NY (16 miles from Millburn, NJ)
- 20 days ago
- New York, NY (16 miles from Millburn, NJ)
- 20 days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
Consultant- Wealth Management & Trust, Infosys Consulting
- Bridgewater, NJ (19 miles from Millburn, NJ)
- 27 days ago
- Bridgewater, NJ (19 miles from Millburn, NJ)
- 27 days ago
in Wealth Management....
- New York, NY (16 miles from Millburn, NJ)
- 29 days ago
- New York, NY (16 miles from Millburn, NJ)
- 29 days ago
HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term financial success....
Consultant Wealth Management & Trust, Infosys Consulting
- New York, NY (16 miles from Millburn, NJ)
- 29 days ago
- New York, NY (16 miles from Millburn, NJ)
- 29 days ago
E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...
Financial Coach - $29.00 hour / Not Remote
- Staten Island, NY (13 miles from Millburn, NJ)
- 30+ days ago
- Staten Island, NY (13 miles from Millburn, NJ)
- 30+ days ago
Company Description We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained...
Income Sales Consultant - Wealth Management
- Newark, NJ (6 miles from Millburn, NJ)
- 30+ days ago
- Newark, NJ (6 miles from Millburn, NJ)
- 30+ days ago
What youll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
Financial Advisor - Private Client Group
- Paramus, NJ (18 miles from Millburn, NJ)
- 30+ days ago
- Paramus, NJ (18 miles from Millburn, NJ)
- 30+ days ago
Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....
Demographic Data for Millburn, NJ
Moving to Millburn, NJ? Find some basic demographic data about Millburn, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Millburn, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Millburn, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Mutual Funds
- Financial Planning
- Estate Planning
- Retirement Planning
- Financial Modeling
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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