Personal Financial Advisor Jobs in East Northport, NY
- Goodwin Recruiting
- Greenwich, CT (20 miles from East Northport, NY)
- 7 days ago
- Greenwich, CT (20 miles from East Northport, NY)
- 7 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- M&T Bank
- Hauppauge, NY (8 miles from East Northport, NY)
- 45+ days ago
- Hauppauge, NY (8 miles from East Northport, NY)
- 45+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (8 miles from East Northport, NY)
- 45+ days ago
- Islandia, NY (8 miles from East Northport, 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 Advisor - Suffolk Federal Credit Union
- LPL Financial
- Medford, NY (17 miles from East Northport, NY)
- 45+ days ago
- Medford, NY (17 miles from East Northport, 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 Person- Valley National Bancorp
- Jericho, NY (12 miles from East Northport, NY)
- 60+ days ago
- Jericho, NY (12 miles from East Northport, 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- M&T Bank
- Fairfield, CT (22 miles from East Northport, NY)
- 90+ days ago
- Fairfield, CT (22 miles from East Northport, NY)
- 90+ days ago
planning process....
In PersonWealth Management Advisor - Greenwich, CT
- U.S. Bancorp
- Greenwich, CT (20 miles from East Northport, NY)
- 90+ days ago
- Greenwich, CT (20 miles from East Northport, 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 East Northport, NY
Moving to East Northport, NY? Find some basic demographic data about East Northport, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in East Northport, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in East Northport, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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