Personal Financial Advisor Jobs in Congers, NY
Citi Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (16 miles from Congers, NY)
- 2 days ago
- Paramus, NJ (16 miles from Congers, NY)
- 2 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (17 miles from Congers, NY)
- 8 days ago
- Greenwich, CT (17 miles from Congers, NY)
- 8 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 Person- Goodwin Recruiting
- White Plains, NY (12 miles from Congers, NY)
- 9 days ago
- White Plains, NY (12 miles from Congers, NY)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- First County Bank
- Stamford, CT (21 miles from Congers, NY)
- 13 days ago
- Stamford, CT (21 miles from Congers, NY)
- 13 days ago
planning....
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (19 miles from Congers, NY)
- 26 days ago
- Hackensack, NJ (19 miles from Congers, NY)
- 26 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (21 miles from Congers, NY)
- 60+ days ago
- Fort Lee, NJ (21 miles from Congers, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Valley National Bancorp
- Paramus, NJ (16 miles from Congers, NY)
- 60+ days ago
- Paramus, NJ (16 miles from Congers, NY)
- 60+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In Person- Carsen Group Inc.
- Franklin Lakes, NJ (17 miles from Congers, NY)
- 60+ days ago
- Franklin Lakes, NJ (17 miles from Congers, NY)
- 60+ days ago
Beyond managing relationships, you'll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients...
In PersonWealth Advisor - Mount Kisco, NY
- Tompkins Financial Corporation
- Mount Kisco, NY (11 miles from Congers, NY)
- 90+ days ago
- Mount Kisco, NY (11 miles from Congers, NY)
- 90+ days ago
Prospect for new business in the community and introduce them to Tompkins Financial services....
In PersonDemographic Data for Congers, NY
Moving to Congers, NY? Find some basic demographic data about Congers, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Congers, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Congers, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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