Personal Financial Advisor Jobs in Bowling Green, NY
Income Sales Consultant - Wealth Management
- Newark, NJ (8 miles from Bowling Green, NY)
- 19 hours ago
- Newark, NJ (8 miles from Bowling Green, NY)
- 19 hours ago
What youll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
Senior Wealth Advisor SAFE Act - Queens Borough
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours ago
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Jackson Heights / Queens
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours ago
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Hewlett / Long Island
- Hewlett, NY (17 miles from Bowling Green, NY)
- 23 hours ago
- Hewlett, NY (17 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours ago
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Rego Park
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours ago
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Fresh Meadows / Queens
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours ago
- Queens Village, NY (14 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - Merrick / Long Island
- Merrick, NY (24 miles from Bowling Green, NY)
- 23 hours ago
- Merrick, NY (24 miles from Bowling Green, NY)
- 23 hours 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...
Senior Wealth Advisor SAFE Act - 399 Park Ave
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours ago
- New York, NY (4 miles from Bowling Green, NY)
- 23 hours 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...
Financial Advisor - Private Client Group
- Paramus, NJ (17 miles from Bowling Green, NY)
- 3 days ago
- Paramus, NJ (17 miles from Bowling Green, NY)
- 3 days ago
Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....
- New York, NY (4 miles from Bowling Green, NY)
- 7 days ago
- New York, NY (4 miles from Bowling Green, NY)
- 7 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
- New York, NY (4 miles from Bowling Green, NY)
- 11 days ago
- New York, NY (4 miles from Bowling Green, NY)
- 11 days ago
Financial Coach (930546) Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers prepare for and advance...
- New York, NY (4 miles from Bowling Green, NY)
- 11 days ago
- New York, NY (4 miles from Bowling Green, NY)
- 11 days ago
You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....
- Madison, NJ (21 miles from Bowling Green, NY)
- 23 days ago
- Madison, NJ (21 miles from Bowling Green, NY)
- 23 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Ridgewood, NJ (20 miles from Bowling Green, NY)
- 28 days ago
- Ridgewood, NJ (20 miles from Bowling Green, NY)
- 28 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...
Demographic Data for Bowling Green, NY
Moving to Bowling Green, NY? Find some basic demographic data about Bowling Green, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Bowling Green, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Bowling Green, 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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