Personal Financial Advisor Jobs in North Salem, NY
Wealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (20 miles from North Salem, NY)
- 5 days ago
- Greenwich, CT (20 miles from North Salem, NY)
- 5 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 North Salem, NY)
- 10 days ago
- Stamford, CT (19 miles from North Salem, NY)
- 10 days ago
planning....
In PersonAssociate Wealth Management Advisor
- Shelton, CT (24 miles from North Salem, NY)
- 30+ days ago
- Shelton, CT (24 miles from North Salem, NY)
- 30+ days ago
Preferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....
In PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (24 miles from North Salem, NY)
- 90+ days ago
- Shelton, CT (24 miles from North Salem, NY)
- 90+ days ago
What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
In Person Part TimeWealth Advisor - Mount Kisco, NY
- Tompkins Financial Corporation
- Mount Kisco, NY (10 miles from North Salem, NY)
- 90+ days ago
- Mount Kisco, NY (10 miles from North Salem, NY)
- 90+ days ago
Prospect for new business in the community and introduce them to Tompkins Financial services....
In Person- M&T Bank
- Fairfield, CT (20 miles from North Salem, NY)
- 90+ days ago
- Fairfield, CT (20 miles from North Salem, NY)
- 90+ days ago
planning process....
In PersonDemographic Data for North Salem, NY
Moving to North Salem, NY? Find some basic demographic data about North Salem, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in North Salem, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in North Salem, 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
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- 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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