Personal Financial Advisor Jobs in Katonah, NY
- Goodwin Recruiting
- Greenwich, CT (16 miles from Katonah, NY)
- 4 days ago
- Greenwich, CT (16 miles from Katonah, NY)
- 4 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In Person- Bessemer Trust
- Greenwich, CT (16 miles from Katonah, NY)
- 45+ days ago
- Greenwich, CT (16 miles from Katonah, NY)
- 45+ days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (16 miles from Katonah, NY)
- 45+ days ago
- Greenwich, CT (16 miles from Katonah, NY)
- 45+ 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- First County Bank
- Stamford, CT (16 miles from Katonah, NY)
- 60+ days ago
- Stamford, CT (16 miles from Katonah, NY)
- 60+ days ago
planning....
In PersonWealth Advisor - Mount Kisco, NY
- Tompkins Community Bank
- Mount Kisco, NY (4 miles from Katonah, NY)
- 90+ days ago
- Mount Kisco, NY (4 miles from Katonah, NY)
- 90+ days ago
Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management. CFP, CPA, or JD certification(s) preferred....
In Person- M&T Bank
- Fairfield, CT (22 miles from Katonah, NY)
- 90+ days ago
- Fairfield, CT (22 miles from Katonah, NY)
- 90+ days ago
planning process....
In PersonDemographic Data for Katonah, NY
Moving to Katonah, NY? Find some basic demographic data about Katonah, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Katonah, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Katonah, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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