Personal Financial Advisor Jobs in Merrick, NY
FS Asset Wealth Management Consultant - Sr. Manager
- New York, NY (23 miles from Merrick, NY)
- 4 days ago
- New York, NY (23 miles from Merrick, NY)
- 4 days ago
Management industry - Proficiency in digital wealth management solutions - Proficiency in financial operations and statutory reporting - Experience with business intelligence and performance management...
- New York, NY (23 miles from Merrick, NY)
- 10 days ago
- New York, NY (23 miles from Merrick, NY)
- 10 days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
- Old Westbury, NY (8 miles from Merrick, NY)
- 10 days ago
- Old Westbury, NY (8 miles from Merrick, NY)
- 10 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 (23 miles from Merrick, NY)
- 10 days ago
- Brooklyn, NY (23 miles from Merrick, NY)
- 10 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
Senior Wealth Advisor SAFE Act - Downtown Manhattan
- New York, NY (23 miles from Merrick, NY)
- 22 days ago
- New York, NY (23 miles from Merrick, NY)
- 22 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...
Senior Wealth Advisor SAFE Act - 200 Park Ave
- New York, NY (23 miles from Merrick, NY)
- 25 days ago
- New York, NY (23 miles from Merrick, 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...
Sr. Manager, Wealth Advisor Schwab Wealth Advisory
- New York, NY (23 miles from Merrick, NY)
- 28 days ago
- New York, NY (23 miles from Merrick, NY)
- 28 days ago
plans and portfolios for clients....
Wealth Advisor - Schwab Wealth Advisory
- New York, NY (23 miles from Merrick, NY)
- 28 days ago
- New York, NY (23 miles from Merrick, NY)
- 28 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Senior Financial Planning Consultant
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
- Hauppauge, NY (22 miles from Merrick, NY)
- 30+ days ago
- Hauppauge, NY (22 miles from Merrick, NY)
- 30+ days ago
planning process....
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
planning process....
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
- New York, NY (23 miles from Merrick, NY)
- 30+ days ago
TRAINING REQUIREMENTS/CLASSES Participates in Wealth Management Continuing Education training courses/seminars....
Wealth Advisor - Suffolk Federal Credit Union
- Islandia, NY (22 miles from Merrick, NY)
- 30+ days ago
- Islandia, NY (22 miles from Merrick, NY)
- 30+ 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...
- New York, NY (23 miles from Merrick, NY)
- 45+ days ago
- New York, NY (23 miles from Merrick, NY)
- 45+ days ago
Summary As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts....
Demographic Data for Merrick, NY
Moving to Merrick, NY? Find some basic demographic data about Merrick, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Merrick, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Merrick, 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
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Regulations
- Bachelor's Degree
- Research Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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