Personal Financial Advisor Jobs in Northport, NY

1-8 of 8 Jobs

Senior Wealth Advisor

  • Greenwich, CT (17 miles from Northport, NY)
  • 1 day ago
  • Greenwich, CT (17 miles from Northport, NY)
  • 1 day ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

Senior Wealth Advisor - RIA

  • White Plains, NY (23 miles from Northport, NY)
  • 4 days ago
  • White Plains, NY (23 miles from Northport, NY)
  • 4 days ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

Wealth Advisor

  • Hauppauge, NY (11 miles from Northport, NY)
  • 45+ days ago
  • Hauppauge, NY (11 miles from Northport, NY)
  • 45+ days ago

planning process....

Wealth Advisor - Suffolk Federal Credit Union

  • Islandia, NY (11 miles from Northport, NY)
  • 45+ days ago
  • Islandia, NY (11 miles from Northport, NY)
  • 45+ 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...

Wealth Advisor - Suffolk Federal Credit Union

  • Medford, NY (19 miles from Northport, NY)
  • 45+ days ago
  • Medford, NY (19 miles from Northport, NY)
  • 45+ 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...

Sr Private Wealth Advisor

  • Jericho, NY (13 miles from Northport, NY)
  • 60+ days ago
  • Jericho, NY (13 miles from Northport, 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....

Senior Wealth Advisor

  • Fairfield, CT (18 miles from Northport, NY)
  • 90+ days ago
  • Fairfield, CT (18 miles from Northport, NY)
  • 90+ days ago

planning process....

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT (17 miles from Northport, NY)
  • 90+ days ago
  • Greenwich, CT (17 miles from Northport, NY)
  • 90+ 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...

Demographic Data for Northport, NY

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


Local
National
21,433
684
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Salary for Personal Financial Advisor Jobs in Northport, 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 Northport, 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
4.1%
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 Northport, 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%