Personal Financial Advisor Jobs in Bear Mountain, NY

1-2 of 2 Jobs

Wealth Advisor

  • Carsen Group Inc.
  • Franklin Lakes, NJ (22 miles from Bear Mountain, NY)
  • 90+ days ago
  • Franklin Lakes, NJ (22 miles from Bear Mountain, NY)
  • 90+ days ago

Beyond managing relationships, you'll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients...

In Person

Wealth Advisor - Mount Kisco, NY

  • Tompkins Community Bank
  • Mount Kisco, NY (16 miles from Bear Mountain, NY)
  • 90+ days ago
  • Mount Kisco, NY (16 miles from Bear Mountain, NY)
  • 90+ days ago

Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management. CFP, CPA, or JD certification(s) preferred....

In Person

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.
edX
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...
Corporate Finance Institute
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...
edX
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Bear Mountain, NY

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 Bear Mountain, NY offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 Bear Mountain, NY
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!