Personal Financial Advisor Jobs in Edison, 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.
- Manalapan, NJ (16 miles from Edison, NJ)
- 2 days ago
- Manalapan, NJ (16 miles from Edison, NJ)
- 2 days ago
plans, then join a team that is a stable industry leader....
- Manalapan, NJ (16 miles from Edison, NJ)
- 2 days ago
- Manalapan, NJ (16 miles from Edison, NJ)
- 2 days ago
financial plans, then join a team that is a stable industry leader....
Wealth Advisor, Schwab Wealth Advisory
- Hoboken, NJ (24 miles from Edison, NJ)
- 4 days ago
- Hoboken, NJ (24 miles from Edison, NJ)
- 4 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Private Wealth, Advisor Engagement & Activation, Vice President
- New York City, NY (24 miles from Edison, NJ)
- 10 days ago
- New York City, NY (24 miles from Edison, NJ)
- 10 days ago
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy...
- Pennington, NJ (24 miles from Edison, NJ)
- 16 days ago
- Pennington, NJ (24 miles from Edison, NJ)
- 16 days ago
Responsible for supporting the business applications used by 401k Operations/Retirement Operations and fielding issues or inquires reported by Processing, Client Services, Financial Services and...
- Parsippany, NJ (23 miles from Edison, NJ)
- 27 days ago
- Parsippany, NJ (23 miles from Edison, NJ)
- 27 days ago
Responsible for financial planning, retirement planning, investments, finance, and wealth management services on a day-to-day basis....
Part-Time, Financial Coach (Grant-Funded) - Raritan Valley Community College
- North Branch, NJ (14 miles from Edison, NJ)
- 30+ days ago
- North Branch, NJ (14 miles from Edison, NJ)
- 30+ days ago
Essential Duties: Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning; individualizes information...
Part-Time, Financial Coach (Grant-Funded)
- Branchburg, NJ (18 miles from Edison, NJ)
- 30+ days ago
- Branchburg, NJ (18 miles from Edison, NJ)
- 30+ days ago
Essential Duties: Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning; individualizes information...
- Summit, NJ (13 miles from Edison, NJ)
- 30+ days ago
- Summit, NJ (13 miles from Edison, NJ)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
Demographic Data for Edison, NJ
Moving to Edison, NJ? Find some basic demographic data about Edison, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Edison, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Edison, 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
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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