Financial Advisor Jobs in Waterford, CT (11)
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Office & Operations Manager | Be the Backbone of a Growing Financial Firm
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Office & Operations Manager | Be the Backbone of a Growing Financial Firm
Job Description
Working as a Financial Advisor in Waterford, CT
There are 11 Financial Advisor opportunities available in Waterford, CT all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Waterford, CT
Financial Advisors in Waterford, CT Resume Data
Average Experience for Financial Advisors in Waterford, CT
- More than 10 years: 74%
- 6-10 years: 20%
- Less than 1 year: 3%
- 1-2 years: 3%
Educational Background for Financial Advisors in Waterford, CT
- Bachelors: 41%
- Diploma: 26%
- Masters: 22%
- Associates: 7%
- Doctorate: 4%
Top Skill for Financial Advisors in Waterford, CT
- Customer focus & orientation: 15%
- Management & leadership skills: Planning & execution: 15%
- Sales skills: 15%
- Principles of accounting: 8%
- Bookkeeping: 8%
- Senior administrative assistant/receptionist: 8%
- Administrative assistant/receptionist: 8%
- Case management & social work: 8%
- Following directions: 8%
- Advanced attention to detail: 8%
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