Personal Financial Advisor Jobs in Hollis, NY

1-15 of 20 Jobs

Income Sales Consultant - Wealth Management

  • Newark, NJ (21 miles from Hollis, NY)
  • 3 days ago
  • Newark, NJ (21 miles from Hollis, NY)
  • 3 days ago

What youll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...

Financial Advisor - Private Client Group

  • Paramus, NJ (22 miles from Hollis, NY)
  • 6 days ago
  • Paramus, NJ (22 miles from Hollis, NY)
  • 6 days ago

Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....

Wealth Management Advisor

  • New York, NY (12 miles from Hollis, NY)
  • 9 days ago
  • New York, NY (12 miles from Hollis, NY)
  • 9 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...

Financial Coach (930546)

  • New York, NY (12 miles from Hollis, NY)
  • 14 days ago
  • New York, NY (12 miles from Hollis, NY)
  • 14 days ago

Financial Coach (930546) Full-time Job Title: Financial Coach (930546) Schedule: First Shift State Location: NY Company Description We help job seekers and career changers prepare for and advance...

Wealth Advisor

  • New York, NY (12 miles from Hollis, NY)
  • 14 days ago
  • New York, NY (12 miles from Hollis, NY)
  • 14 days ago

You will advise them on issues including investment allocation, financial planning, tax optimization, equity compensation, and more....

Financial Coach - $29.00 hour / Not Remote

  • Staten Island, NY (18 miles from Hollis, NY)
  • 15 days ago
  • Staten Island, NY (18 miles from Hollis, NY)
  • 15 days ago

Company Description We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained...

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT (23 miles from Hollis, NY)
  • 30+ days ago
  • Greenwich, CT (23 miles from Hollis, 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...

Wealth Strategy Associate

  • New York, NY (12 miles from Hollis, NY)
  • 30+ days ago
  • New York, NY (12 miles from Hollis, NY)
  • 30+ days ago

Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ (18 miles from Hollis, NY)
  • 30+ days ago
  • Hackensack, NJ (18 miles from Hollis, NY)
  • 30+ days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

  • Paramus, NJ (22 miles from Hollis, NY)
  • 30+ days ago
  • Paramus, NJ (22 miles from Hollis, 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...

Senior Wealth Strategy Associate

  • New York, NY (12 miles from Hollis, NY)
  • 30+ days ago
  • New York, NY (12 miles from Hollis, NY)
  • 30+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

FSI/Senior Consultant Wealth Management - Business Consulting

  • New York, NY (12 miles from Hollis, NY)
  • 45+ days ago
  • New York, NY (12 miles from Hollis, NY)
  • 45+ days ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY

  • New York, NY (12 miles from Hollis, NY)
  • 45+ days ago
  • New York, NY (12 miles from Hollis, NY)
  • 45+ days ago

As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....

International Wealth Advisor

  • New York City, NY (12 miles from Hollis, NY)
  • 60+ days ago
  • New York City, NY (12 miles from Hollis, NY)
  • 60+ days ago

Relevant Experience: A background in financial planning, private banking, or wealth management. Training or experience in formal financial planning methodologies....

Wealth Advisor - PNC Investments

  • Fort Lee, NJ (13 miles from Hollis, NY)
  • 60+ days ago
  • Fort Lee, NJ (13 miles from Hollis, NY)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Demographic Data for Hollis, NY

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


Local
National
31,985
409
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.
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...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Hollis, 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 Hollis, NY offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 Hollis, 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%