Personal Financial Advisor Jobs in Jackson Heights, NY
- International Rescue Committee
- Elizabeth, NJ (16 miles from Jackson Heights, NY)
- 15 hours ago
- Elizabeth, NJ (16 miles from Jackson Heights, NY)
- 15 hours ago
USA Financial Coach OrganizationInternational Rescue Committee Posted20 Oct 2025 Closing date20 Nov 2025 Job Overview: The Financial Coach will coordinate and provide financial counseling/coaching...
RemoteFS Asset Wealth Management Consultant - Sr. Manager
- PwC
- New York, NY (5 miles from Jackson Heights, NY)
- 22 hours ago
- New York, NY (5 miles from Jackson Heights, NY)
- 22 hours ago
Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...
In PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (5 miles from Jackson Heights, NY)
- 22 hours ago
- New York, NY (5 miles from Jackson Heights, NY)
- 22 hours 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 (5 miles from Jackson Heights, NY)
- 1 day ago
- New York, NY (5 miles from Jackson Heights, NY)
- 1 day 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 PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (12 miles from Jackson Heights, NY)
- 3 days ago
- Hackensack, NJ (12 miles from Jackson Heights, NY)
- 3 days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Management Advisor, New York
- U.S. Bancorp
- New York, NY (5 miles from Jackson Heights, NY)
- 7 days ago
- New York, NY (5 miles from Jackson Heights, NY)
- 7 days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
In Person- Goodwin Recruiting
- Greenwich, CT (24 miles from Jackson Heights, NY)
- 7 days ago
- Greenwich, CT (24 miles from Jackson Heights, NY)
- 7 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- UBS
- New York, NY (5 miles from Jackson Heights, NY)
- 8 days ago
- New York, NY (5 miles from Jackson Heights, NY)
- 8 days ago
Your expertise: Series 7 and 66 licenses • 2+ years of experience in wealth management, financial planning, or a related field • Highly skilled in Microsoft Excel, Word and PowerPoint Proficiency, Adobe...
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (5 miles from Jackson Heights, NY)
- 8 days ago
- New York, NY (5 miles from Jackson Heights, NY)
- 8 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- Goodwin Recruiting
- White Plains, NY (20 miles from Jackson Heights, NY)
- 10 days ago
- White Plains, NY (20 miles from Jackson Heights, NY)
- 10 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- NFP Corp.
- New York, NY (5 miles from Jackson Heights, NY)
- 23 days ago
- New York, NY (5 miles from Jackson Heights, NY)
- 23 days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (6 miles from Jackson Heights, NY)
- 23 days ago
- Brooklyn, NY (6 miles from Jackson Heights, NY)
- 23 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- TIAA
- Hackensack, NJ (12 miles from Jackson Heights, NY)
- 25 days ago
- Hackensack, NJ (12 miles from Jackson Heights, NY)
- 25 days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (5 miles from Jackson Heights, NY)
- 30+ days ago
- New York, NY (5 miles from Jackson Heights, 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...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (5 miles from Jackson Heights, NY)
- 30+ days ago
- New York, NY (5 miles from Jackson Heights, 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...
In PersonDemographic Data for Jackson Heights, NY
Moving to Jackson Heights, NY? Find some basic demographic data about Jackson Heights, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Jackson Heights, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Jackson Heights, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Portfolio Management
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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