Personal Financial Advisor Jobs in Bethpage, NY
Wealth Advisor - Manhasset/Great Neck, NY
- Citizens Securities, Inc
- Great Nck Plz, NY (12 miles from Bethpage, NY)
- 2 days ago
- Great Nck Plz, NY (12 miles from Bethpage, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Manhasset/Great Neck, NY
- Citizens Financial Group, Inc.
- Manhasset, NY (11 miles from Bethpage, NY)
- 2 days ago
- Manhasset, NY (11 miles from Bethpage, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonSenior Wealth Advisor SAFE Act - Queens
- 05218 Citigroup Global Markets Inc.
- Flushing, NY (17 miles from Bethpage, NY)
- 9 days ago
- Flushing, NY (17 miles from Bethpage, NY)
- 9 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...
In PersonSenior Wealth Advisor SAFE Act - Queens
- Early Career
- Elmhurst, NY (20 miles from Bethpage, NY)
- 9 days ago
- Elmhurst, NY (20 miles from Bethpage, NY)
- 9 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...
In PersonSenior Wealth Advisor SAFE Act - Queens
- Citigroup
- Queens Village, NY (13 miles from Bethpage, NY)
- 10 days ago
- Queens Village, NY (13 miles from Bethpage, NY)
- 10 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...
In Person- Corient Services LLC
- Garden City, NY (7 miles from Bethpage, NY)
- 28 days ago
- Garden City, NY (7 miles from Bethpage, NY)
- 28 days ago
Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations Assist...
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (16 miles from Bethpage, NY)
- 30+ days ago
- Islandia, NY (16 miles from Bethpage, NY)
- 30+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In Person- Lplfinancial
- Flushing, NY (17 miles from Bethpage, NY)
- 45+ days ago
- Flushing, NY (17 miles from Bethpage, NY)
- 45+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (21 miles from Bethpage, NY)
- 60+ days ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 60+ days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (21 miles from Bethpage, NY)
- 90+ days ago
- Greenwich, CT (21 miles from Bethpage, NY)
- 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...
In PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (23 miles from Bethpage, NY)
- 90+ days ago
- Bronx, NY (23 miles from Bethpage, NY)
- 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...
In PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (9 miles from Bethpage, NY)
- 90+ days ago
- Huntington, NY (9 miles from Bethpage, NY)
- 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...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (3 miles from Bethpage, NY)
- 90+ days ago
- East Meadow, NY (3 miles from Bethpage, NY)
- 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...
In Person- First County Bank
- Stamford, CT (21 miles from Bethpage, NY)
- 90+ days ago
- Stamford, CT (21 miles from Bethpage, NY)
- 90+ days ago
planning....
In PersonDemographic Data for Bethpage, NY
Moving to Bethpage, NY? Find some basic demographic data about Bethpage, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bethpage, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bethpage, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Presentation
- Business Development
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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