Personal Financial Advisor Jobs in Islip, NY

1-4 of 4 Jobs

Wealth Management Advisor

  • Blue Ocean Wealth Solutions, LLC- A MassMutual Firm
  • Greenvale, NY (22 miles from Islip, NY)
  • 30+ days ago
  • Greenvale, NY (22 miles from Islip, NY)
  • 30+ days ago

Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios....

In Person

Senior Wealth Advisor SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (14 miles from Islip, NY)
  • 90+ days ago
  • Huntington, NY (14 miles from Islip, NY)
  • 90+ 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 - Nassau County

  • Citigroup
  • East Meadow, NY (18 miles from Islip, NY)
  • 90+ days ago
  • East Meadow, NY (18 miles from Islip, NY)
  • 90+ 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

Wealth Advisor

  • M&T Bank
  • Hauppauge, NY (5 miles from Islip, NY)
  • 90+ days ago
  • Hauppauge, NY (5 miles from Islip, NY)
  • 90+ days ago

planning process....

In Person

Demographic Data for Islip, NY

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

Local
National
14,790
372
Medium/Sm

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.
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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...
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,...
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Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
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Salary for Personal Financial Advisor Jobs in Islip, 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 Islip, 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 Islip, 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

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