Personal Financial Advisor Jobs in Levittown, NY
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (24 miles from Levittown, NY)
- 8 days ago
- Brooklyn, NY (24 miles from Levittown, NY)
- 8 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- Greenwich, CT (22 miles from Levittown, NY)
- 8 days ago
- Greenwich, CT (22 miles from Levittown, NY)
- 8 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (10 miles from Levittown, NY)
- 23 days ago
- Huntington Station, NY (10 miles from Levittown, NY)
- 23 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 - Nassau County
- Early Career
- East Meadow, NY (2 miles from Levittown, NY)
- 23 days ago
- East Meadow, NY (2 miles from Levittown, NY)
- 23 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- Bessemer Trust
- Greenwich, CT (22 miles from Levittown, NY)
- 23 days ago
- Greenwich, CT (22 miles from Levittown, NY)
- 23 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 (22 miles from Levittown, NY)
- 24 days ago
- Greenwich, CT (22 miles from Levittown, 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 PersonSenior Wealth Advisor SAFE Act - Brooklyn
- Citigroup
- Brooklyn, NY (24 miles from Levittown, NY)
- 24 days ago
- Brooklyn, NY (24 miles from Levittown, 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 PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (22 miles from Levittown, NY)
- 24 days ago
- Bronx, NY (22 miles from Levittown, 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 PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (11 miles from Levittown, NY)
- 25 days ago
- Huntington, NY (11 miles from Levittown, NY)
- 25 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 - Nassau County
- Citigroup
- East Meadow, NY (2 miles from Levittown, NY)
- 30+ days ago
- East Meadow, NY (2 miles from Levittown, 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (22 miles from Levittown, NY)
- 30+ days ago
- Greenwich, CT (22 miles from Levittown, 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- First County Bank
- Stamford, CT (22 miles from Levittown, NY)
- 30+ days ago
- Stamford, CT (22 miles from Levittown, NY)
- 30+ days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (18 miles from Levittown, NY)
- 90+ days ago
- Hauppauge, NY (18 miles from Levittown, NY)
- 90+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (18 miles from Levittown, NY)
- 90+ days ago
- Islandia, NY (18 miles from Levittown, 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- Valley National Bancorp
- Jericho, NY (5 miles from Levittown, NY)
- 90+ days ago
- Jericho, NY (5 miles from Levittown, 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 PersonDemographic 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
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Reporting
- Coaching
- Presentation
- Microsoft PowerPoint
- Bachelor's Degree
- Policy Development
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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