Personal Financial Advisor Jobs in Edgewood, NY
Senior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (6 miles from Edgewood, NY)
- 17 days ago
- Huntington Station, NY (6 miles from Edgewood, NY)
- 17 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 - Nassau County
- Early Career
- East Meadow, NY (16 miles from Edgewood, NY)
- 17 days ago
- East Meadow, NY (16 miles from Edgewood, NY)
- 17 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 (10 miles from Edgewood, NY)
- 19 days ago
- Huntington, NY (10 miles from Edgewood, NY)
- 19 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 Edgewood, NY)
- 29 days ago
- East Meadow, NY (16 miles from Edgewood, NY)
- 29 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 (24 miles from Edgewood, NY)
- 30+ days ago
- Stamford, CT (24 miles from Edgewood, NY)
- 30+ days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (4 miles from Edgewood, NY)
- 90+ days ago
- Hauppauge, NY (4 miles from Edgewood, NY)
- 90+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (4 miles from Edgewood, NY)
- 90+ days ago
- Islandia, NY (4 miles from Edgewood, NY)
- 90+ 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 (14 miles from Edgewood, NY)
- 90+ days ago
- Medford, NY (14 miles from Edgewood, NY)
- 90+ 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 (15 miles from Edgewood, NY)
- 90+ days ago
- Jericho, NY (15 miles from Edgewood, NY)
- 90+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In PersonDemographic Data for Edgewood, NY
Moving to Edgewood, NY? Find some basic demographic data about Edgewood, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Edgewood, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Edgewood, 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
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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