Personal Financial Advisor Jobs in North Bergen, 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 - Wealth Advisory - Livingston, NJ
- Livingston, NJ (16 miles from North Bergen, NJ)
- 23 hours ago
- Livingston, NJ (16 miles from North Bergen, NJ)
- 23 hours ago
They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships....
- Hoboken, NJ (3 miles from North Bergen, NJ)
- 2 days ago
- Hoboken, NJ (3 miles from North Bergen, NJ)
- 2 days ago
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC)....
Wealth Advisor, Schwab Wealth Advisory
- Jersey City, NJ (5 miles from North Bergen, NJ)
- 2 days ago
- Jersey City, NJ (5 miles from North Bergen, NJ)
- 2 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...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- New York, NY (3 miles from North Bergen, NJ)
- 2 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 2 days ago
plans and portfolios for clients....
Wealth Management Advisor (Hackensack, NJ)
- Hackensack, NJ (6 miles from North Bergen, NJ)
- 3 days ago
- Hackensack, NJ (6 miles from North Bergen, NJ)
- 3 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 (3 miles from North Bergen, NJ)
- 5 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 5 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 (3 miles from North Bergen, NJ)
- 7 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 7 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 (3 miles from North Bergen, NJ)
- 15 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 15 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 (3 miles from North Bergen, NJ)
- 16 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 16 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...
- New York, NY (3 miles from North Bergen, NJ)
- 19 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 19 days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
- New York, NY (3 miles from North Bergen, NJ)
- 19 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 19 days ago
management, financial services, or related professional experience Prior sales, fundraising, business development or investing experience preferred Series 7, 63 and 3 licenses (if unlicensed at time...
Internal Retirement Specialist - NY
- New York, NY (3 miles from North Bergen, NJ)
- 23 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 23 days ago
Experience in a sales call center environment preferred, as well as financial services background. Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products....
Associate, Advisor ( Wealth Management)
- New York, NY (3 miles from North Bergen, NJ)
- 27 days ago
- New York, NY (3 miles from North Bergen, NJ)
- 27 days ago
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....
- Roseland, NJ (15 miles from North Bergen, NJ)
- 30+ days ago
- Roseland, NJ (15 miles from North Bergen, NJ)
- 30+ 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...
- New York, NY (3 miles from North Bergen, NJ)
- 30+ days ago
- New York, NY (3 miles from North Bergen, NJ)
- 30+ days ago
planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial...
Demographic Data for North Bergen, NJ
Moving to North Bergen, NJ? Find some basic demographic data about North Bergen, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in North Bergen, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in North Bergen, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Capital Markets
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Services
- Financial Analysis
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Mentoring
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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