Personal Financial Advisor Jobs in Secaucus, 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.
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Jersey City, NJ (3 miles from Secaucus, NJ)
- 2 hours ago
- Jersey City, NJ (3 miles from Secaucus, NJ)
- 2 hours 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...
- New York, NY (4 miles from Secaucus, NJ)
- 5 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 5 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 (4 miles from Secaucus, NJ)
- 5 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 5 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 (4 miles from Secaucus, NJ)
- 9 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 9 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 (4 miles from Secaucus, NJ)
- 9 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 9 days ago
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well...
Internal Retirement Specialist - NY
- New York, NY (4 miles from Secaucus, NJ)
- 12 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 12 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Associate, Advisor ( Wealth Management)
- New York, NY (4 miles from Secaucus, NJ)
- 17 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 17 days ago
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....
- Roseland, NJ (12 miles from Secaucus, NJ)
- 22 days ago
- Roseland, NJ (12 miles from Secaucus, NJ)
- 22 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 (4 miles from Secaucus, NJ)
- 23 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 23 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...
- New York, NY (4 miles from Secaucus, NJ)
- 24 days ago
- New York, NY (4 miles from Secaucus, NJ)
- 24 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...
Senior Wealth Strategy Associate
- New York, NY (4 miles from Secaucus, NJ)
- 90+ days ago
- New York, NY (4 miles from Secaucus, NJ)
- 90+ 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...
- New York, NY (4 miles from Secaucus, NJ)
- 90+ days ago
- New York, NY (4 miles from Secaucus, NJ)
- 90+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
MarshBerry - Wealth Advisor VP (New York)
- New York, NY (4 miles from Secaucus, NJ)
- 30+ days ago
- New York, NY (4 miles from Secaucus, NJ)
- 30+ days ago
Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...
Private Wealth Advisor (New York)
- New York, NY (4 miles from Secaucus, NJ)
- 30+ days ago
- New York, NY (4 miles from Secaucus, NJ)
- 30+ 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 (7 miles from Secaucus, NJ)
- 30+ days ago
- Hackensack, NJ (7 miles from Secaucus, NJ)
- 30+ days ago
Certified Financial Planner (CFP) designation preferred....
Demographic Data for Secaucus, NJ
Moving to Secaucus, NJ? Find some basic demographic data about Secaucus, NJ below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Secaucus, NJ
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Secaucus, 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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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