Personal Financial Advisor Jobs in Paterson, 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.
Wealth Advisor - State College, PA
- New York, NY (14 miles from Paterson, NJ)
- 16 hours ago
- New York, NY (14 miles from Paterson, NJ)
- 16 hours ago
Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....
Financial Advisor: Wealth Management Track
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
Providing financial advisory services to clients in sectors of risk management, investments, and wealth management....
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
Develop personalized financial plans and provide investment recommendations. Assist clients in areas such as retirement planning, estate planning, and tax strategies....
Financial Advisor / Wealth Management Advisor
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role...
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
Are you ready to transform lives and create lasting impact through innovative financial planning?...
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
- New York, NY (14 miles from Paterson, NJ)
- 1 day ago
The firm services serving high net worth and ultra-high net worth families (2-50mm net worth's) with regards to strategic asset allocation, estate, tax and financial planning, retirement planning, cash...
Wealth Advisor - Wealth Advisory - Livingston, NJ
- Livingston, NJ (11 miles from Paterson, NJ)
- 8 days ago
- Livingston, NJ (11 miles from Paterson, NJ)
- 8 days ago
They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....
Wealth Advisor, Schwab Wealth Advisory
- Hoboken, NJ (13 miles from Paterson, NJ)
- 8 days ago
- Hoboken, NJ (13 miles from Paterson, NJ)
- 8 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
- Hoboken, NJ (13 miles from Paterson, NJ)
- 9 days ago
- Hoboken, NJ (13 miles from Paterson, NJ)
- 9 days ago
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC)....
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- New York, NY (14 miles from Paterson, NJ)
- 9 days ago
- New York, NY (14 miles from Paterson, NJ)
- 9 days ago
plans and portfolios for clients....
Wealth Management Advisor (Hackensack, NJ)
- Hackensack, NJ (6 miles from Paterson, NJ)
- 11 days ago
- Hackensack, NJ (6 miles from Paterson, NJ)
- 11 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...
Budgeting/Financial Planning Consultant
- New York, NY (14 miles from Paterson, NJ)
- 12 days ago
- New York, NY (14 miles from Paterson, NJ)
- 12 days ago
Responsibilities: Budgeting/Financial Planning Consultant will assist in the development, implementation, and monitoring of annual budgets and long-term financial plans Analyze historical data, financial...
Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- New York, NY (14 miles from Paterson, NJ)
- 14 days ago
- New York, NY (14 miles from Paterson, NJ)
- 14 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...
- New York, NY (14 miles from Paterson, NJ)
- 22 days ago
- New York, NY (14 miles from Paterson, NJ)
- 22 days ago
About Titan Titan is an award-winning, Wall-Street-based wealth management firm....
Global Client Group, Diligence Management, Private Equity Private Wealth Analyst
- New York, NY (14 miles from Paterson, NJ)
- 23 days ago
- New York, NY (14 miles from Paterson, NJ)
- 23 days ago
Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values...
Demographic Data for Paterson, NJ
Moving to Paterson, NJ? Find some basic demographic data about Paterson, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Paterson, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Paterson, 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Quantitative Analysis
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Sales
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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