Personal Financial Advisor Jobs in Bethpage, NY

1-3 of 3 Jobs

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT (21 miles from Bethpage, NY)
  • 12 days ago
  • Greenwich, CT (21 miles from Bethpage, NY)
  • 12 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...

Wealth Strategy Associate

  • Jericho, NY (4 miles from Bethpage, NY)
  • 30+ days ago
  • Jericho, NY (4 miles from Bethpage, NY)
  • 30+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

PWM Private Wealth Advisor

  • Greenwich, CT (21 miles from Bethpage, NY)
  • 90+ days ago
  • Greenwich, CT (21 miles from Bethpage, NY)
  • 90+ days ago

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....

Demographic Data for Bethpage, NY

Moving to Bethpage, NY? Find some basic demographic data about Bethpage, NY below.

Local
National
22,989
720
Medium

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...
Udemy
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...
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Salary for Personal Financial Advisor Jobs in Bethpage, 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 Bethpage, NY 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 Bethpage, 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!