Personal Financial Advisor Jobs in Bayside, NY
PGIM Global Wealth - Retirement Specialist
- Prudential
- Newark, NJ (21 miles from Bayside, NY)
- 21 hours ago
- Newark, NJ (21 miles from Bayside, NY)
- 21 hours ago
Job Classification: Sales - Sales Our Role: The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual...
In Person Part TimeSenior Wealth Advisor SAFE Act - Uptown Manhattan
- Citigroup
- New York, NY (11 miles from Bayside, NY)
- 5 days ago
- New York, NY (11 miles from Bayside, NY)
- 5 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...
In PersonFinancial Service Senior Consultant - Wealth Management/Trading BA
- Sia Partners
- New York, NY (11 miles from Bayside, NY)
- 5 days ago
- New York, NY (11 miles from Bayside, NY)
- 5 days ago
Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (21 miles from Bayside, NY)
- 7 days ago
- Huntington Station, NY (21 miles from Bayside, NY)
- 7 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (18 miles from Bayside, NY)
- 7 days ago
- Paramus, NJ (18 miles from Bayside, NY)
- 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...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (12 miles from Bayside, NY)
- 7 days ago
- East Meadow, NY (12 miles from Bayside, NY)
- 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...
In Person- Bessemer Trust
- Greenwich, CT (18 miles from Bayside, NY)
- 7 days ago
- Greenwich, CT (18 miles from Bayside, NY)
- 7 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person Internship- Goodwin Recruiting
- Greenwich, CT (18 miles from Bayside, NY)
- 7 days ago
- Greenwich, CT (18 miles from Bayside, NY)
- 7 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (13 miles from Bayside, NY)
- 7 days ago
- Brooklyn, NY (13 miles from Bayside, NY)
- 7 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (18 miles from Bayside, NY)
- 8 days ago
- Paramus, NJ (18 miles from Bayside, NY)
- 8 days ago
planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...
In PersonSenior Wealth Advisor SAFE Act - Midtown Manhattan
- Citigroup
- New York, NY (11 miles from Bayside, NY)
- 8 days ago
- New York, NY (11 miles from Bayside, NY)
- 8 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Staten Island
- Citigroup
- Staten Island, NY (20 miles from Bayside, NY)
- 8 days ago
- Staten Island, NY (20 miles from Bayside, NY)
- 8 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...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (18 miles from Bayside, NY)
- 8 days ago
- Greenwich, CT (18 miles from Bayside, NY)
- 8 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Brooklyn
- Citigroup
- Brooklyn, NY (13 miles from Bayside, NY)
- 8 days ago
- Brooklyn, NY (13 miles from Bayside, NY)
- 8 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (7 miles from Bayside, NY)
- 8 days ago
- Bronx, NY (7 miles from Bayside, NY)
- 8 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...
In PersonDemographic Data for Bayside, NY
Moving to Bayside, NY? Find some basic demographic data about Bayside, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bayside, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bayside, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Sales
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills