Personal Financial Advisor Jobs in Cold Spring Harbor, NY
- Goodwin Recruiting
- Old Westbury, NY (8 miles from Cold Spring Harbor, NY)
- 6 hours ago
- Old Westbury, NY (8 miles from Cold Spring Harbor, NY)
- 6 hours ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In PersonWealth Advisor - Manhasset/Great Neck, NY
- Citizens Securities, Inc
- Great Nck Plz, NY (15 miles from Cold Spring Harbor, NY)
- 5 days ago
- Great Nck Plz, NY (15 miles from Cold Spring Harbor, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Manhasset/Great Neck, NY
- Citizens Financial Group, Inc.
- Manhasset, NY (13 miles from Cold Spring Harbor, NY)
- 5 days ago
- Manhasset, NY (13 miles from Cold Spring Harbor, NY)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonSenior Wealth Advisor SAFE Act - Queens
- 05218 Citigroup Global Markets Inc.
- Flushing, NY (20 miles from Cold Spring Harbor, NY)
- 12 days ago
- Flushing, NY (20 miles from Cold Spring Harbor, NY)
- 12 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 - Queens
- Early Career
- Elmhurst, NY (23 miles from Cold Spring Harbor, NY)
- 12 days ago
- Elmhurst, NY (23 miles from Cold Spring Harbor, NY)
- 12 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 - Queens
- Citigroup
- Queens Village, NY (18 miles from Cold Spring Harbor, NY)
- 13 days ago
- Queens Village, NY (18 miles from Cold Spring Harbor, NY)
- 13 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- LPL Financial
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 21 days ago
- Westport, CT (19 miles from Cold Spring Harbor, NY)
- 21 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- Corient Services LLC
- Garden City, NY (13 miles from Cold Spring Harbor, NY)
- 30+ days ago
- Garden City, NY (13 miles from Cold Spring Harbor, NY)
- 30+ days ago
Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations Assist...
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (15 miles from Cold Spring Harbor, NY)
- 30+ days ago
- Islandia, NY (15 miles from Cold Spring Harbor, 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...
In Person- Lplfinancial
- Flushing, NY (20 miles from Cold Spring Harbor, NY)
- 45+ days ago
- Flushing, NY (20 miles from Cold Spring Harbor, 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...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- 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, 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 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
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Alternative Investments
- Mutual Funds
- Accruals
- BSA
- Estate Planning
- OFAC
- Wealth Management
- Investment Banking
- Retirement Planning
- Client Relationships
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Presentation
- Business Development
- Collaboration
- Reporting
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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Here are some other career titles that require similar skills