Personal Financial Advisor Jobs in Centereach, NY

1-5 of 5 Jobs

Wealth Advisor

  • Hauppauge, NY (6 miles from Centereach, NY)
  • 30+ days ago
  • Hauppauge, NY (6 miles from Centereach, NY)
  • 30+ days ago

planning process....

Wealth Advisor - Suffolk Federal Credit Union

  • Islandia, NY (6 miles from Centereach, NY)
  • 30+ days ago
  • Islandia, NY (6 miles from Centereach, 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...

Wealth Advisor - Suffolk Federal Credit Union

  • Medford, NY (6 miles from Centereach, NY)
  • 45+ days ago
  • Medford, NY (6 miles from Centereach, 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...

Sr Private Wealth Advisor

  • Jericho, NY (24 miles from Centereach, NY)
  • 45+ days ago
  • Jericho, NY (24 miles from Centereach, NY)
  • 45+ days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Senior Wealth Advisor

  • Fairfield, CT (23 miles from Centereach, NY)
  • 60+ days ago
  • Fairfield, CT (23 miles from Centereach, NY)
  • 60+ days ago

planning process....

Demographic Data for Centereach, NY

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

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National
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Personal Financial Advisor Online Courses and Training Opportunities

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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...
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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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Salary for Personal Financial Advisor Jobs in Centereach, 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 Centereach, 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
4.1%
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 Centereach, 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!