Personal Financial Advisor Jobs in Saddle Brook, 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.
- Wayne, NJ (8 miles from Saddle Brook, NJ)
- 4 days ago
- Wayne, NJ (8 miles from Saddle Brook, NJ)
- 4 days ago
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that is...
Wealth Advisor, Schwab Wealth Advisory
- Hoboken, NJ (11 miles from Saddle Brook, NJ)
- 4 days ago
- Hoboken, NJ (11 miles from Saddle Brook, 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...
- Wayne, NJ (8 miles from Saddle Brook, NJ)
- 4 days ago
- Wayne, NJ (8 miles from Saddle Brook, NJ)
- 4 days ago
plans, then join a team that is a stable industry leader....
Private Wealth Advisor (New York)
- New York, NY (11 miles from Saddle Brook, NJ)
- 6 days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 6 days ago
Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds....
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (2 miles from Saddle Brook, NJ)
- 8 days ago
- Hackensack, NJ (2 miles from Saddle Brook, NJ)
- 8 days ago
Certified Financial Planner (CFP) designation preferred....
Private Wealth, Advisor Engagement & Activation, Vice President
- New York City, NY (13 miles from Saddle Brook, NJ)
- 10 days ago
- New York City, NY (13 miles from Saddle Brook, 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...
- New York, NY (11 miles from Saddle Brook, NJ)
- 12 days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 12 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
- New York, NY (11 miles from Saddle Brook, NJ)
- 20 days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 20 days ago
Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...
- New York, NY (11 miles from Saddle Brook, NJ)
- 23 days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 23 days ago
In-depth knowledge of financial planning and wealth management. Certified Financial Planner is preferred. Proficiency in office software and sales management software....
- Parsippany, NJ (16 miles from Saddle Brook, NJ)
- 27 days ago
- Parsippany, NJ (16 miles from Saddle Brook, NJ)
- 27 days ago
Responsible for financial planning, retirement planning, investments, finance, and wealth management services on a day-to-day basis....
- Summit, NJ (19 miles from Saddle Brook, NJ)
- 30+ days ago
- Summit, NJ (19 miles from Saddle Brook, NJ)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
Financial Advisor - Private Client Group
- Paramus, NJ (3 miles from Saddle Brook, NJ)
- 45+ days ago
- Paramus, NJ (3 miles from Saddle Brook, NJ)
- 45+ days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
International Private Bank- Wealth Advisor- Executive Director
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
management disciplines, including investing and credit Ability to work in a team-based environment...
Senior Wealth Strategy Associate
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
bull; assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment...
FSI/Senior Consultant Wealth Management - Business Consulting
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
- New York, NY (11 miles from Saddle Brook, NJ)
- 45+ days ago
E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...
Demographic Data for Saddle Brook, NJ
Moving to Saddle Brook, NJ? Find some basic demographic data about Saddle Brook, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Saddle Brook, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Saddle Brook, 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
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »