Personal Financial Advisor Jobs in Islandia, NY

1-5 of 5 Jobs

Senior Wealth Advisor - RIA

  • Old Westbury, NY (21 miles from Islandia, NY)
  • 11 days ago
  • Old Westbury, NY (21 miles from Islandia, NY)
  • 11 days ago

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

Wealth Advisor

  • Hauppauge, NY
  • 30+ days ago
  • Hauppauge, NY
  • 30+ days ago

planning process....

Wealth Advisor - Suffolk Federal Credit Union

  • Islandia, NY
  • 30+ days ago
  • Islandia, NY
  • 30+ 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...

Wealth Advisor - Suffolk Federal Credit Union

  • Medford, NY (10 miles from Islandia, NY)
  • 45+ days ago
  • Medford, NY (10 miles from Islandia, NY)
  • 45+ 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...

Sr Private Wealth Advisor

  • Jericho, NY (19 miles from Islandia, NY)
  • 45+ days ago
  • Jericho, NY (19 miles from Islandia, NY)
  • 45+ days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Demographic Data for Islandia, NY

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

Local
National
3,567
376
Small

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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LinkedIn for Financial Advisors
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Salary for Personal Financial Advisor Jobs in Islandia, 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 Islandia, 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
4.1%
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 Islandia, 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!