Personal Financial Advisor Jobs in Hicksville, NY
Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (24 miles from Hicksville, NY)
- 19 hours ago
- New York, NY (24 miles from Hicksville, NY)
- 19 hours ago
Manages Wealth Management client relationships and ensures high-quality service....
In PersonAssociate Relationship Advisor, Wealth Management
- Northern Trust
- New York, NY (24 miles from Hicksville, NY)
- 19 hours ago
- New York, NY (24 miles from Hicksville, NY)
- 19 hours ago
Manages a designated portfolio of wealth management clients by collaborating with clients and their advisors to fully understand client needs and objectives....
In PersonManaging Advisor, Wealth Advisors
- FORVIS, LLP
- New York, NY (24 miles from Hicksville, NY)
- 1 day ago
- New York, NY (24 miles from Hicksville, NY)
- 1 day ago
Minimum Qualifications: Bachelor's Degree 5+ years of relevant experience in financial planning Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified...
In PersonWealth Management Advisor (NYC)
- TIAA
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
- New York, NY (24 miles from Hicksville, NY)
- 3 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In Person- UBS
- New York, NY (24 miles from Hicksville, NY)
- 4 days ago
- New York, NY (24 miles from Hicksville, NY)
- 4 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (3 miles from Hicksville, NY)
- 7 days ago
- East Meadow, NY (3 miles from Hicksville, NY)
- 7 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (19 miles from Hicksville, NY)
- 8 days ago
- Greenwich, CT (19 miles from Hicksville, NY)
- 8 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- Goodwin Recruiting
- White Plains, NY (22 miles from Hicksville, NY)
- 8 days ago
- White Plains, NY (22 miles from Hicksville, NY)
- 8 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- First County Bank
- Stamford, CT (20 miles from Hicksville, NY)
- 12 days ago
- Stamford, CT (20 miles from Hicksville, NY)
- 12 days ago
planning....
In PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (24 miles from Hicksville, NY)
- 23 days ago
- New York, NY (24 miles from Hicksville, NY)
- 23 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 PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (24 miles from Hicksville, NY)
- 30+ days ago
- New York, NY (24 miles from Hicksville, NY)
- 30+ days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (24 miles from Hicksville, NY)
- 45+ days ago
- New York, NY (24 miles from Hicksville, NY)
- 45+ 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
- New York, NY (24 miles from Hicksville, NY)
- 45+ days ago
- New York, NY (24 miles from Hicksville, NY)
- 45+ days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSr. Manager, Wealth Advisor Schwab Wealth Advisory
- Charles Schwab Inc.
- New York, NY (24 miles from Hicksville, NY)
- 60+ days ago
- New York, NY (24 miles from Hicksville, NY)
- 60+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (24 miles from Hicksville, NY)
- 60+ days ago
- Fort Lee, NJ (24 miles from Hicksville, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Hicksville, NY
Moving to Hicksville, NY? Find some basic demographic data about Hicksville, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Hicksville, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Hicksville, 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
- Estate Planning
- BSA
- Wealth Management
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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