Personal Financial Advisor Jobs in Freeport, NY

1-15 of 30 Jobs

Wealth Advisor, Schwab Wealth Advisory

  • Charles Schwab
  • Hoboken, NJ (24 miles from Freeport, NY)
  • 18 hours ago
  • Hoboken, NJ (24 miles from Freeport, NY)
  • 18 hours ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

In Person

Sr Regional Wealth Advisor

  • SouthState Bank
  • New York, NY (22 miles from Freeport, NY)
  • 18 hours ago
  • New York, NY (22 miles from Freeport, NY)
  • 18 hours ago

TRAINING REQUIREMENTS/CLASSES Participates in Wealth Management Continuing Education training courses/seminars....

In Person

Senior Wealth Advisor with a Fast Growing Fintech RIA

  • Goodwin Recruiting
  • Brooklyn, NY (21 miles from Freeport, NY)
  • 21 hours ago
  • Brooklyn, NY (21 miles from Freeport, NY)
  • 21 hours ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

In Person

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York City

  • Goldman Sachs
  • New York, NY (22 miles from Freeport, NY)
  • 4 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 4 days ago

Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well...

In Person

Senior Wealth Advisor SAFE Act - Uptown Manhattan

  • Citigroup
  • New York, NY (22 miles from Freeport, NY)
  • 13 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 13 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

Financial Service Senior Consultant - Wealth Management/Trading BA

  • Sia Partners
  • New York, NY (22 miles from Freeport, NY)
  • 14 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 14 days ago

Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....

In Person

Senior Wealth Advisor SAFE Act - Suffolk County

  • Citi
  • Huntington Station, NY (16 miles from Freeport, NY)
  • 15 days ago
  • Huntington Station, NY (16 miles from Freeport, NY)
  • 15 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

Senior Wealth Advisor SAFE Act - Nassau County

  • Early Career
  • East Meadow, NY (4 miles from Freeport, NY)
  • 15 days ago
  • East Meadow, NY (4 miles from Freeport, NY)
  • 15 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

Senior Wealth Advisor SAFE Act - Midtown Manhattan

  • Citigroup
  • New York, NY (22 miles from Freeport, NY)
  • 16 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 16 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

Senior Wealth Advisor SAFE Act - Brooklyn

  • Citigroup
  • Brooklyn, NY (21 miles from Freeport, NY)
  • 17 days ago
  • Brooklyn, NY (21 miles from Freeport, 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 Person

Senior Wealth Advisor SAFE Act - Bronx

  • Citigroup
  • Bronx, NY (21 miles from Freeport, NY)
  • 17 days ago
  • Bronx, NY (21 miles from Freeport, 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 Person

Senior Wealth Advisor SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (17 miles from Freeport, NY)
  • 17 days ago
  • Huntington, NY (17 miles from Freeport, 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 Person

Senior Wealth Advisor SAFE Act - Westchester

  • Early Career
  • New York, NY (22 miles from Freeport, NY)
  • 19 days ago
  • New York, NY (22 miles from Freeport, 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 Person

Relationship Advisor, Wealth Management

  • Northern Trust
  • New York, NY (22 miles from Freeport, NY)
  • 20 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 20 days ago

Manages Wealth Management client relationships and ensures high-quality service....

In Person

Associate Relationship Advisor, Wealth Management

  • Northern Trust
  • New York, NY (22 miles from Freeport, NY)
  • 20 days ago
  • New York, NY (22 miles from Freeport, NY)
  • 20 days ago

Manages a designated portfolio of wealth management clients by collaborating with clients and their advisors to fully understand client needs and objectives....

In Person

Demographic Data for Freeport, NY

Moving to Freeport, NY? Find some basic demographic data about Freeport, NY below.

Local
National
45,121
1,295
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Freeport, 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 Freeport, 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 Freeport, 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

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills