Personal Financial Advisor Jobs in Cortlandt Manor, NY
- Goodwin Recruiting
- White Plains, NY (19 miles from Cortlandt Manor, NY)
- 16 days ago
- White Plains, NY (19 miles from Cortlandt Manor, NY)
- 16 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Valley National Bancorp
- Paramus, NJ (24 miles from Cortlandt Manor, NY)
- 45+ days ago
- Paramus, NJ (24 miles from Cortlandt Manor, NY)
- 45+ 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 (24 miles from Cortlandt Manor, NY)
- 60+ days ago
- Franklin Lakes, NJ (24 miles from Cortlandt Manor, 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 Cortlandt Manor, NY)
- 90+ days ago
- Mount Kisco, NY (11 miles from Cortlandt Manor, NY)
- 90+ days ago
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....
In PersonCiti Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
- Citigroup
- Ridgewood, NJ (23 miles from Cortlandt Manor, NY)
- 90+ days ago
- Ridgewood, NJ (23 miles from Cortlandt Manor, 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 PersonWealth Management Advisor - Greenwich, CT
- U.S. Bancorp
- Greenwich, CT (22 miles from Cortlandt Manor, NY)
- 90+ days ago
- Greenwich, CT (22 miles from Cortlandt Manor, 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 PersonDemographic Data for Cortlandt Manor, NY
Moving to Cortlandt Manor, NY? Find some basic demographic data about Cortlandt Manor, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cortlandt Manor, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Cortlandt Manor, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Retirement Planning
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Portfolio Management
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills