Personal Financial Advisor Jobs in Central Islip, NY
- Goodwin Recruiting
- Old Westbury, NY (20 miles from Central Islip, NY)
- 7 hours ago
- Old Westbury, NY (20 miles from Central Islip, NY)
- 7 hours ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (8 miles from Central Islip, NY)
- 29 days ago
- Huntington Station, NY (8 miles from Central Islip, NY)
- 29 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 - Nassau County
- Early Career
- East Meadow, NY (19 miles from Central Islip, NY)
- 29 days ago
- East Meadow, NY (19 miles from Central Islip, NY)
- 29 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 (13 miles from Central Islip, NY)
- 30+ days ago
- Huntington, NY (13 miles from Central Islip, NY)
- 30+ 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 (19 miles from Central Islip, NY)
- 30+ days ago
- East Meadow, NY (19 miles from Central Islip, NY)
- 30+ 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- M&T Bank
- Hauppauge, NY (2 miles from Central Islip, NY)
- 90+ days ago
- Hauppauge, NY (2 miles from Central Islip, NY)
- 90+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (2 miles from Central Islip, NY)
- 90+ days ago
- Islandia, NY (2 miles from Central Islip, NY)
- 90+ 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 Advisor - Suffolk Federal Credit Union
- LPL Financial
- Medford, NY (12 miles from Central Islip, NY)
- 90+ days ago
- Medford, NY (12 miles from Central Islip, NY)
- 90+ 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- Valley National Bancorp
- Jericho, NY (18 miles from Central Islip, NY)
- 90+ days ago
- Jericho, NY (18 miles from Central Islip, NY)
- 90+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonDemographic Data for Central Islip, NY
Moving to Central Islip, NY? Find some basic demographic data about Central Islip, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Central Islip, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Central Islip, 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
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Federal Acquisitions Regulations (FAR)
- Management Consulting
- Lending
- Investment Management
- Portfolio Management
- Anti-Money Laundering
- Client Relationships
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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