Personal Financial Advisor Jobs in Levittown, NY
- Old Westbury, NY (5 miles from Levittown, NY)
- 11 days ago
- Old Westbury, NY (5 miles from Levittown, NY)
- 11 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Brooklyn, NY (24 miles from Levittown, NY)
- 11 days ago
- Brooklyn, NY (24 miles from Levittown, NY)
- 11 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
- Hauppauge, NY (18 miles from Levittown, NY)
- 30+ days ago
- Hauppauge, NY (18 miles from Levittown, NY)
- 30+ days ago
planning process....
Wealth Advisor - Suffolk Federal Credit Union
- Islandia, NY (18 miles from Levittown, NY)
- 45+ days ago
- Islandia, NY (18 miles from Levittown, 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...
- Jericho, NY (5 miles from Levittown, NY)
- 60+ days ago
- Jericho, NY (5 miles from Levittown, NY)
- 60+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (22 miles from Levittown, NY)
- 90+ days ago
- Greenwich, CT (22 miles from Levittown, NY)
- 90+ 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...
Demographic Data for Levittown, NY
Moving to Levittown, NY? Find some basic demographic data about Levittown, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Levittown, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Levittown, 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
- Investment Banking
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Regulations
- Team Building
- Bachelor's Degree
- Research Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills