Personal Financial Advisor Jobs in Elwood, NY
- Goodwin Recruiting
- Old Westbury, NY (15 miles from Elwood, NY)
- 2 days ago
- Old Westbury, NY (15 miles from Elwood, NY)
- 2 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- Greenwich, CT (20 miles from Elwood, NY)
- 16 days ago
- Greenwich, CT (20 miles from Elwood, NY)
- 16 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (3 miles from Elwood, NY)
- 30+ days ago
- Huntington Station, NY (3 miles from Elwood, NY)
- 30+ 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 (15 miles from Elwood, NY)
- 30+ days ago
- East Meadow, NY (15 miles from Elwood, NY)
- 30+ 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- Bessemer Trust
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ days ago
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ days ago
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ 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 (5 miles from Elwood, NY)
- 30+ days ago
- Huntington, NY (5 miles from Elwood, NY)
- 30+ 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 (15 miles from Elwood, NY)
- 30+ days ago
- East Meadow, NY (15 miles from Elwood, NY)
- 30+ 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
- US Bank
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ days ago
- Greenwich, CT (20 miles from Elwood, NY)
- 30+ 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- First County Bank
- Stamford, CT (17 miles from Elwood, NY)
- 45+ days ago
- Stamford, CT (17 miles from Elwood, NY)
- 45+ days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (8 miles from Elwood, NY)
- 90+ days ago
- Hauppauge, NY (8 miles from Elwood, NY)
- 90+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (8 miles from Elwood, NY)
- 90+ days ago
- Islandia, NY (8 miles from Elwood, 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 (17 miles from Elwood, NY)
- 90+ days ago
- Medford, NY (17 miles from Elwood, 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 (12 miles from Elwood, NY)
- 90+ days ago
- Jericho, NY (12 miles from Elwood, 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 Person- M&T Bank
- Fairfield, CT (22 miles from Elwood, NY)
- 90+ days ago
- Fairfield, CT (22 miles from Elwood, NY)
- 90+ days ago
planning process....
In PersonDemographic Data for Elwood, NY
Moving to Elwood, NY? Find some basic demographic data about Elwood, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Elwood, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Elwood, 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
- Investment Banking
- Retirement Planning
- Investment Analysis
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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