Personal Financial Advisor Jobs in Kings Park, NY

1-14 of 14 Jobs

Senior Wealth Advisor

  • Goodwin Recruiting
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 9 days ago
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 9 days ago

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

In Person

Senior Wealth Advisor SAFE Act - Suffolk County

  • Citi
  • Huntington Station, NY (7 miles from Kings Park, NY)
  • 24 days ago
  • Huntington Station, NY (7 miles from Kings Park, NY)
  • 24 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 SAFE Act - Nassau County

  • Early Career
  • East Meadow, NY (19 miles from Kings Park, NY)
  • 24 days ago
  • East Meadow, NY (19 miles from Kings Park, NY)
  • 24 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 Intern

  • Bessemer Trust
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 24 days ago
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 24 days ago

The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....

In Person Internship

Senior Wealth Advisor SAFE Act - Western Connecticut

  • Citigroup
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 26 days ago
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 26 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 SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (8 miles from Kings Park, NY)
  • 26 days ago
  • Huntington, NY (8 miles from Kings Park, NY)
  • 26 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 (19 miles from Kings Park, NY)
  • 30+ days ago
  • East Meadow, NY (19 miles from Kings Park, 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 Person

Wealth Management Advisor - Greenwich, CT

  • US Bank
  • Greenwich, CT (22 miles from Kings Park, NY)
  • 30+ days ago
  • Greenwich, CT (22 miles from Kings Park, 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...

In Person

Wealth Advisor

  • First County Bank
  • Stamford, CT (18 miles from Kings Park, NY)
  • 30+ days ago
  • Stamford, CT (18 miles from Kings Park, NY)
  • 30+ days ago

planning....

In Person

Wealth Advisor

  • M&T Bank
  • Hauppauge, NY (6 miles from Kings Park, NY)
  • 90+ days ago
  • Hauppauge, NY (6 miles from Kings Park, NY)
  • 90+ days ago

planning process....

In Person

Wealth Advisor - Suffolk Federal Credit Union

  • LPL Financial Services
  • Islandia, NY (6 miles from Kings Park, NY)
  • 90+ days ago
  • Islandia, NY (6 miles from Kings Park, NY)
  • 90+ 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...

In Person

Wealth Advisor - Suffolk Federal Credit Union

  • LPL Financial
  • Medford, NY (14 miles from Kings Park, NY)
  • 90+ days ago
  • Medford, NY (14 miles from Kings Park, NY)
  • 90+ 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...

In Person

Sr Private Wealth Advisor

  • Valley National Bancorp
  • Jericho, NY (16 miles from Kings Park, NY)
  • 90+ days ago
  • Jericho, NY (16 miles from Kings Park, NY)
  • 90+ days ago

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

In Person

Senior Wealth Advisor

  • M&T Bank
  • Fairfield, CT (19 miles from Kings Park, NY)
  • 90+ days ago
  • Fairfield, CT (19 miles from Kings Park, NY)
  • 90+ days ago

planning process....

In Person

Demographic Data for Kings Park, NY

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


Local
National
18,472
402
Medium/Sm

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...
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,...
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...

Salary for Personal Financial Advisor Jobs in Kings Park, 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 Kings Park, 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 Kings Park, 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%