Personal Financial Advisor Jobs in Commack, NY
Wealth Advisor - Hightower Signature Wealth
- Hightower Advisors, LLC
- Westport, CT (20 miles from Commack, NY)
- 20 days ago
- Westport, CT (20 miles from Commack, NY)
- 20 days ago
Insurance licenses ideal. 5 or more years of experience in Financial Planning and/or Wealth Management....
In Person- Focus Financial Partners
- Westport, CT (20 miles from Commack, NY)
- 30+ days ago
- Westport, CT (20 miles from Commack, 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 (18 miles from Commack, NY)
- 30+ days ago
- Greenvale, NY (18 miles from Commack, 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 (22 miles from Commack, NY)
- 45+ days ago
- Greenwich, CT (22 miles from Commack, NY)
- 45+ 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 (22 miles from Commack, NY)
- 90+ days ago
- Greenwich, CT (22 miles from Commack, 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 (7 miles from Commack, NY)
- 90+ days ago
- Huntington, NY (7 miles from Commack, 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 (16 miles from Commack, NY)
- 90+ days ago
- East Meadow, NY (16 miles from Commack, 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 (20 miles from Commack, NY)
- 90+ days ago
- Stamford, CT (20 miles from Commack, NY)
- 90+ days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (6 miles from Commack, NY)
- 90+ days ago
- Hauppauge, NY (6 miles from Commack, NY)
- 90+ days ago
planning process....
In PersonDemographic Data for Commack, NY
Moving to Commack, NY? Find some basic demographic data about Commack, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Commack, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Commack, 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
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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