Personal Financial Advisor Jobs in Long Beach, NY

1-12 of 12 Jobs

Wealth Strategy Associate

  • New York, NY (21 miles from Long Beach, NY)
  • 14 days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 14 days ago

Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...

Senior Wealth Strategy Associate

  • New York, NY (21 miles from Long Beach, NY)
  • 18 days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 18 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

FSI/Senior Consultant Wealth Management - Business Consulting

  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY

  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago

As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....

International Wealth Advisor

  • New York City, NY (21 miles from Long Beach, NY)
  • 30+ days ago
  • New York City, NY (21 miles from Long Beach, NY)
  • 30+ days ago

Relevant Experience: A background in financial planning, private banking, or wealth management. Training or experience in formal financial planning methodologies....

Senior Specialty Asset Advisor

  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 30+ days ago

management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures Lead the strategy and resolution of highly complex specialty asset portfolios...

Wealth Advisor - PNC Investments

  • Fort Lee, NJ (24 miles from Long Beach, NY)
  • 45+ days ago
  • Fort Lee, NJ (24 miles from Long Beach, NY)
  • 45+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Associate Wealth Advisor

  • New York, NY (21 miles from Long Beach, NY)
  • 45+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 45+ days ago

. - Advanced capability of all wealth, investment, and financial planning processes - Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations - Drives...

Wealth Advisor - State College, PA

  • New York, NY (21 miles from Long Beach, NY)
  • 45+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 45+ days ago

Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....

Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)

  • New York, NY (21 miles from Long Beach, NY)
  • 60+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 60+ days ago

Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...

Director, Wealth Advisory

  • New York, NY (21 miles from Long Beach, NY)
  • 90+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 90+ days ago

planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial...

Wealth Analyst I

  • New York, NY (21 miles from Long Beach, NY)
  • 90+ days ago
  • New York, NY (21 miles from Long Beach, NY)
  • 90+ days ago

What you will do Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons...

Demographic Data for Long Beach, NY

Moving to Long Beach, NY? Find some basic demographic data about Long Beach, NY below.

Local
National
39,132
892
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
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Salary for Personal Financial Advisor Jobs in Long Beach, 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 Long Beach, NY offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 Long Beach, 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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!