Personal Financial Advisor Jobs in Stamford, CT

1-6 of 6 Jobs

Wealth Advisor

Westport, CT (11 miles from Stamford, CT)
13 days ago

Westport, CT (11 miles from Stamford, CT)
13 days ago

Financial Planner (CFP) designation required....

PWM Private Wealth Advisor

Greenwich, CT (4 miles from Stamford, CT)
30+ days ago

Greenwich, CT (4 miles from Stamford, CT)
30+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Senior Wealth Advisor SAFE Act - Westchester

White Plains, NY (14 miles from Stamford, CT)
90+ days ago

White Plains, NY (14 miles from Stamford, CT)
90+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor - Huntington Village

Huntington, NY (14 miles from Stamford, CT)
90+ days ago

Huntington, NY (14 miles from Stamford, CT)
90+ days ago

Wealth Advisor

Tarrytown, NY (16 miles from Stamford, CT)
90+ days ago

Tarrytown, NY (16 miles from Stamford, CT)
90+ days ago

CFP (Certified Financial Planner) designation preferred. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues....

Associate, Advisor ( Wealth Management)

Melville, NY (19 miles from Stamford, CT)
90+ days ago

Melville, NY (19 miles from Stamford, CT)
90+ days ago

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients....

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Demographic Data for Stamford, CT

Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.

Median Age

Average Household Income

Home Value vs Household Income in Stamford, CT

Local

National

Total Population

135,274

Number of Businesses

4,500

City Size

Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Stamford, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Stamford, CT offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Stamford, CT

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills