Personal Financial Advisor Jobs in Brockport, NY
1-1 of
1 Jobs
- TIAA
- Rochester, NY (15 miles from Brockport, NY)
- 2 days ago
- Rochester, NY (15 miles from Brockport, NY)
- 2 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...
In PersonDemographic Data for Brockport, NY
Moving to Brockport, NY? Find some basic demographic data about Brockport, NY below.
Local
National
19,567
365
Medium/Sm
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Financial Advisor Roles and Responsibilities
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Discover how to effectively implement Action Plans for financial advisors to enhance team productivity. This guide covers creating action plan templates and configuring This module includes the...
Becoming a Professional Personal Finance Advisor
Are you ready to become a financial advisor and help others build lasting wealth? This course will equip you with the essential knowledge and skills to guide clients in managing their finances,...
Salary for Personal Financial Advisor Jobs in Brockport, 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 Brockport, NY offer the following education background
Bachelor's Degree
52.8%
Master's Degree
31.5%
High School or GED
4.4%
Associate's Degree
4.1%
Vocational Degree or Certification
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 Brockport, 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
- Private Banking
- Financial Accounting Standards
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Investment Analysis
- Mutual Funds
- Accruals
- BSA
- Wealth Management
- Investment Banking
- OFAC
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Financial Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Due Diligence
- Financial Services
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Written Communication
- Risk Management
- Relationship Management
- Finance
- Presentation
- Business Development
- Coaching
- Collaboration
- Policy Development
- Team Building
- Microsoft PowerPoint
- Sales
- Bachelor's Degree
- Regulations
- Microsoft Excel
- Research Skills
- Problem Solving
- Microsoft Office
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
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