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.
Certified Financial Planner (CFP) designation preferred....
, 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...
As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work....
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
- 45+ days ago
- Livingston, NJ
- 45+ days ago
They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....
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...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Jersey City, NJ
- 45+ days ago
- Jersey City, NJ
- 45+ days ago
plans and portfolios for clients....
Were looking for a Senior Wealth Strategy Associate to: • Assist in client conversations, providing analytic information and aiming to understand clients goals • Develop customized asset allocation...
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...
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
Demographic 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
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Risk Analysis
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Reimbursement
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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