Personal Financial Advisor Jobs in Morristown, 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.
- Staten Island, NY (23 miles from Morristown, NJ)
- 1 day ago
- Staten Island, NY (23 miles from Morristown, NJ)
- 1 day ago
Job Description Helps members reduce expenses, access credit under better terms, increase savings, and build assets Provides a range of financial services that are tailored to the needs of the individual...
- Madison, NJ (4 miles from Morristown, NJ)
- 12 days ago
- Madison, NJ (4 miles from Morristown, NJ)
- 12 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
- Madison, NJ (4 miles from Morristown, NJ)
- 17 days ago
- Madison, NJ (4 miles from Morristown, NJ)
- 17 days ago
We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end....
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Ridgewood, NJ (24 miles from Morristown, NJ)
- 17 days ago
- Ridgewood, NJ (24 miles from Morristown, NJ)
- 17 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (24 miles from Morristown, NJ)
- 28 days ago
- Hackensack, NJ (24 miles from Morristown, NJ)
- 28 days ago
Certified Financial Planner (CFP) designation preferred....
Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus
- Paramus, NJ (24 miles from Morristown, NJ)
- 28 days ago
- Paramus, NJ (24 miles from Morristown, NJ)
- 28 days ago
, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented...
Wealth Advisor - PNC Investments
- Millburn, NJ (10 miles from Morristown, NJ)
- 45+ days ago
- Millburn, NJ (10 miles from Morristown, NJ)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Wealth Advisor - Wealth Advisory - Livingston, NJ
- Livingston, NJ (8 miles from Morristown, NJ)
- 60+ days ago
- Livingston, NJ (8 miles from Morristown, NJ)
- 60+ days ago
They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....
- Roseland, NJ (10 miles from Morristown, NJ)
- 90+ days ago
- Roseland, NJ (10 miles from Morristown, NJ)
- 90+ days ago
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals...
Financial Advisor - Private Client Group
- Paramus, NJ (24 miles from Morristown, NJ)
- 90+ days ago
- Paramus, NJ (24 miles from Morristown, NJ)
- 90+ days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
Demographic Data for Morristown, NJ
Moving to Morristown, NJ? Find some basic demographic data about Morristown, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Morristown, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Morristown, 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »