Personal Financial Advisor Jobs in E Rochester, NY
1-2 of
2 Jobs
- Citizens Bank
- Rochester, NY (6 miles from E Rochester, NY)
- 2 days ago
- Rochester, NY (6 miles from E Rochester, NY)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Tompkins Community Bank
- Pittsford, NY (4 miles from E Rochester, NY)
- 60+ days ago
- Pittsford, NY (4 miles from E Rochester, NY)
- 60+ days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In PersonDemographic Data for E Rochester, NY
Moving to E Rochester, NY? Find some basic demographic data about E Rochester, NY below.
Local
National
20,201,017
534,422
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Salary for Personal Financial Advisor Jobs in E Rochester, NY
Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in E Rochester, NY offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in E Rochester, NY
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%
Qualifications / 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
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Lending
- Tax Planning
- Investment Management
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- 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
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
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