Personal Financial Advisor Jobs in Cold Spring Harbor, NY
- Lplfinancial
- Flushing, NY (20 miles from Cold Spring Harbor, NY)
- 5 days ago
- Flushing, NY (20 miles from Cold Spring Harbor, NY)
- 5 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 - Hightower Signature Wealth
- Hightower Advisors, LLC
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 10 days ago
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 10 days ago
Insurance licenses ideal. 5 or more years of experience in Financial Planning and/or Wealth Management....
In Person- Goodwin Recruiting
- Old Westbury, NY (8 miles from Cold Spring Harbor, NY)
- 15 days ago
- Old Westbury, NY (8 miles from Cold Spring Harbor, NY)
- 15 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In Person- Focus Financial Partners
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 30+ days ago
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 30+ days ago
#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
Remote- Blue Ocean Wealth Solutions, LLC- A MassMutual Firm
- Greenvale, NY (9 miles from Cold Spring Harbor, NY)
- 30+ days ago
- Greenvale, NY (9 miles from Cold Spring Harbor, NY)
- 30+ days ago
Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios....
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (15 miles from Cold Spring Harbor, NY)
- 30+ days ago
- Greenwich, CT (15 miles from Cold Spring Harbor, NY)
- 30+ days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (15 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Greenwich, CT (15 miles from Cold Spring Harbor, NY)
- 90+ 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 - Bronx
- Citigroup
- Bronx, NY (24 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Bronx, NY (24 miles from Cold Spring Harbor, NY)
- 90+ 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 (2 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Huntington, NY (2 miles from Cold Spring Harbor, NY)
- 90+ 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 (11 miles from Cold Spring Harbor, NY)
- 90+ days ago
- East Meadow, NY (11 miles from Cold Spring Harbor, NY)
- 90+ 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- First County Bank
- Stamford, CT (14 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Stamford, CT (14 miles from Cold Spring Harbor, NY)
- 90+ days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (15 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Hauppauge, NY (15 miles from Cold Spring Harbor, NY)
- 90+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (15 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Islandia, NY (15 miles from Cold Spring Harbor, 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 (24 miles from Cold Spring Harbor, NY)
- 90+ days ago
- Medford, NY (24 miles from Cold Spring Harbor, 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 PersonDemographic Data for Cold Spring Harbor, NY
Moving to Cold Spring Harbor, NY? Find some basic demographic data about Cold Spring Harbor, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cold Spring Harbor, NY
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 backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Asset Allocation
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Portfolio Management
- Investment Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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