Personal Financial Advisor Jobs in Lynbrook, NY
Senior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (7 miles from Lynbrook, NY)
- 2 days ago
- East Meadow, NY (7 miles from Lynbrook, NY)
- 2 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...
In PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (18 miles from Lynbrook, NY)
- 17 days ago
- New York, NY (18 miles from Lynbrook, NY)
- 17 days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonSenior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- Citigroup Inc.
- New York, NY (18 miles from Lynbrook, NY)
- 18 days ago
- New York, NY (18 miles from Lynbrook, NY)
- 18 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...
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (18 miles from Lynbrook, NY)
- 25 days ago
- New York, NY (18 miles from Lynbrook, NY)
- 25 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (18 miles from Lynbrook, NY)
- 30+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 30+ days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (18 miles from Lynbrook, NY)
- 45+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 45+ 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...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (18 miles from Lynbrook, NY)
- 45+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 45+ 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...
In PersonSr. Manager, Wealth Advisor Schwab Wealth Advisory
- Charles Schwab Inc.
- New York, NY (18 miles from Lynbrook, NY)
- 45+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 45+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (20 miles from Lynbrook, NY)
- 60+ days ago
- Fort Lee, NJ (20 miles from Lynbrook, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonSenior Financial Planning Consultant
- LPL Financial Services
- New York, NY (18 miles from Lynbrook, NY)
- 60+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 60+ days ago
Requirements: Bachelor's degree required;. 5+ years of experience in financial services, with a focus on financial planning or advisor consulting....
In Person- Valley National Bancorp
- New York, NY (18 miles from Lynbrook, NY)
- 60+ days ago
- New York, NY (18 miles from Lynbrook, 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....
In Person- M&T Bank
- New York, NY (18 miles from Lynbrook, NY)
- 60+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 60+ days ago
planning process....
In Person- Weaver and Tidwell
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning....
In PersonFinancial Advisor, Truist Investment Services, New York, NY
- Truist Financial Corporation
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....
In PersonSenior Wealth Strategy Associate
- UBS
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
- New York, NY (18 miles from Lynbrook, NY)
- 90+ days ago
bull; assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment solutions...
In PersonDemographic Data for Lynbrook, NY
Moving to Lynbrook, NY? Find some basic demographic data about Lynbrook, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lynbrook, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lynbrook, 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
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills