Personal Financial Advisor Jobs in Cold Spring Harbor, NY

1-6 of 6 Jobs

Sr Private Wealth Advisor

  • Jericho, NY (6 miles from Cold Spring Harbor, NY)
  • 2 days ago
  • Jericho, NY (6 miles from Cold Spring Harbor, NY)
  • 2 days ago

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

Morgan Wealth Management Private Wealth Advisor - West Harrison, NY

  • West Harrison, NY (19 miles from Cold Spring Harbor, NY)
  • 17 days ago
  • West Harrison, NY (19 miles from Cold Spring Harbor, NY)
  • 17 days ago

As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....

Estate Planning Advisor/Sales

  • Norwalk, CT (18 miles from Cold Spring Harbor, NY)
  • 18 days ago
  • Norwalk, CT (18 miles from Cold Spring Harbor, NY)
  • 18 days ago

At least two years of experience in estate planning, legal drafting, or financial planning preferred. Proven sales experience with a track record of meeting or exceeding targets....

Wealth Strategy Associate

  • Jericho, NY (6 miles from Cold Spring Harbor, NY)
  • 23 days ago
  • Jericho, NY (6 miles from Cold Spring Harbor, NY)
  • 23 days ago

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

Sr. Wealth Advisor

  • Greenwich, CT (15 miles from Cold Spring Harbor, NY)
  • 60+ days ago
  • Greenwich, CT (15 miles from Cold Spring Harbor, NY)
  • 60+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

PWM Private Wealth Advisor

  • Greenwich, CT (15 miles from Cold Spring Harbor, NY)
  • 90+ days ago
  • Greenwich, CT (15 miles from Cold Spring Harbor, 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 Cold Spring Harbor, NY

Moving to Cold Spring Harbor, NY? Find some basic demographic data about Cold Spring Harbor, NY below.

Local
National
3,268
132
Small

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Salary for Personal Financial Advisor Jobs in Cold Spring Harbor, 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 Cold Spring Harbor, 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 Cold Spring Harbor, 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!