Personal Financial Advisor Jobs in Glen Oaks, NY
Senior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (8 miles from Glen Oaks, NY)
- 5 hours ago
- East Meadow, NY (8 miles from Glen Oaks, NY)
- 5 hours ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (20 miles from Glen Oaks, NY)
- 7 hours ago
- Greenwich, CT (20 miles from Glen Oaks, NY)
- 7 hours 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- Goodwin Recruiting
- White Plains, NY (19 miles from Glen Oaks, NY)
- 1 day ago
- White Plains, NY (19 miles from Glen Oaks, NY)
- 1 day ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- First County Bank
- Stamford, CT (23 miles from Glen Oaks, NY)
- 5 days ago
- Stamford, CT (23 miles from Glen Oaks, NY)
- 5 days ago
planning....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (15 miles from Glen Oaks, NY)
- 6 days ago
- Brooklyn, NY (15 miles from Glen Oaks, NY)
- 6 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonConsultant- Wealth Management & Trust, Infosys Consulting
- Infosys LTD
- New York, NY (14 miles from Glen Oaks, NY)
- 14 days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 14 days ago
in Wealth Management....
In Person- International Rescue Committee
- Elizabeth, NJ (24 miles from Glen Oaks, NY)
- 15 days ago
- Elizabeth, NJ (24 miles from Glen Oaks, NY)
- 15 days ago
Increase participant knowledge of financial services and credit offerings Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client...
RemoteTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (14 miles from Glen Oaks, NY)
- 15 days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 15 days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonSenior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- Citigroup Inc.
- New York, NY (14 miles from Glen Oaks, NY)
- 16 days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 16 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (19 miles from Glen Oaks, NY)
- 17 days ago
- Hackensack, NJ (19 miles from Glen Oaks, NY)
- 17 days ago
Certified Financial Planner (CFP) designation preferred....
In Person- Goodwin Recruiting
- Greenwich, CT (20 miles from Glen Oaks, NY)
- 22 days ago
- Greenwich, CT (20 miles from Glen Oaks, NY)
- 22 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (14 miles from Glen Oaks, NY)
- 23 days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 23 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (14 miles from Glen Oaks, NY)
- 30+ days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 30+ days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (14 miles from Glen Oaks, NY)
- 45+ days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 45+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (14 miles from Glen Oaks, NY)
- 45+ days ago
- New York, NY (14 miles from Glen Oaks, NY)
- 45+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonDemographic Data for Glen Oaks, NY
Moving to Glen Oaks, NY? Find some basic demographic data about Glen Oaks, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Glen Oaks, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Glen Oaks, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- 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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