Personal Financial Advisor Jobs in New Jersey
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.
Divisional Wealth Management Consultant - New Jersey & Delaware
- Capital Group
- Delaware, NJ
- 1 day ago
- Delaware, NJ
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory Hoboken, NJ, USA
- Charles Schwab
- Hoboken, NJ
- 7 days ago
- Hoboken, NJ
- 7 days ago
plans and portfolios for clients....
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 PersonAssociate Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Jersey City, NJ
- 13 days ago
- Jersey City, NJ
- 13 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In PersonWealth Advisor, UHNW (Morristown, NJ)
- Mercer Advisors
- Morristown, NJ
- 14 days ago
- Morristown, 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
- 30+ days ago
- Morristown, 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...
HybridPrimary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonThe 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
- 60+ days ago
- Holmdel, 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
- 90+ days ago
- Holmdel, 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 PersonDemographic Data for New Jersey
Moving to New Jersey? Find some basic demographic data about New Jersey below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New Jersey
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New Jersey 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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