Personal Financial Advisor Jobs in Melville, NY
Senior Wealth Advisor SAFE Act - Suffolk County
- Citi
- Huntington Station, NY (3 miles from Melville, NY)
- 2 days ago
- Huntington Station, NY (3 miles from Melville, NY)
- 2 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Nassau County
- Early Career
- East Meadow, NY (9 miles from Melville, NY)
- 2 days ago
- East Meadow, NY (9 miles from Melville, 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 Person- Bessemer Trust
- Greenwich, CT (21 miles from Melville, NY)
- 2 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 2 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person Internship- Goodwin Recruiting
- Greenwich, CT (21 miles from Melville, NY)
- 3 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 3 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (21 miles from Melville, NY)
- 3 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 3 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (6 miles from Melville, NY)
- 4 days ago
- Huntington, NY (6 miles from Melville, NY)
- 4 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (9 miles from Melville, NY)
- 14 days ago
- East Meadow, NY (9 miles from Melville, NY)
- 14 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 Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (21 miles from Melville, NY)
- 14 days ago
- Greenwich, CT (21 miles from Melville, NY)
- 14 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 (19 miles from Melville, NY)
- 19 days ago
- Stamford, CT (19 miles from Melville, NY)
- 19 days ago
planning....
In Person- M&T Bank
- Hauppauge, NY (12 miles from Melville, NY)
- 60+ days ago
- Hauppauge, NY (12 miles from Melville, NY)
- 60+ days ago
planning process....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (12 miles from Melville, NY)
- 60+ days ago
- Islandia, NY (12 miles from Melville, NY)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial
- Medford, NY (22 miles from Melville, NY)
- 60+ days ago
- Medford, NY (22 miles from Melville, NY)
- 60+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs....
In Person- Valley National Bancorp
- Jericho, NY (7 miles from Melville, NY)
- 90+ days ago
- Jericho, NY (7 miles from Melville, 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 Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Melville, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Melville, 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
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Tax Planning
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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