Personal Financial Advisor Jobs in Old Westbury, NY
- Goodwin Recruiting
- White Plains, NY (19 miles from Old Westbury, NY)
- 16 hours ago
- White Plains, NY (19 miles from Old Westbury, NY)
- 16 hours ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- First County Bank
- Stamford, CT (18 miles from Old Westbury, NY)
- 4 days ago
- Stamford, CT (18 miles from Old Westbury, NY)
- 4 days ago
planning....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (21 miles from Old Westbury, NY)
- 5 days ago
- Brooklyn, NY (21 miles from Old Westbury, NY)
- 5 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonConsultant- Wealth Management & Trust, Infosys Consulting
- Infosys LTD
- New York, NY (21 miles from Old Westbury, NY)
- 13 days ago
- New York, NY (21 miles from Old Westbury, NY)
- 13 days ago
in Wealth Management....
In PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (21 miles from Old Westbury, NY)
- 14 days ago
- New York, NY (21 miles from Old Westbury, NY)
- 14 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 (21 miles from Old Westbury, NY)
- 15 days ago
- New York, NY (21 miles from Old Westbury, NY)
- 15 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 PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (24 miles from Old Westbury, NY)
- 17 days ago
- Hackensack, NJ (24 miles from Old Westbury, NY)
- 17 days ago
Certified Financial Planner (CFP) designation preferred....
In Person- Goodwin Recruiting
- Greenwich, CT (17 miles from Old Westbury, NY)
- 21 days ago
- Greenwich, CT (17 miles from Old Westbury, NY)
- 21 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (21 miles from Old Westbury, NY)
- 22 days ago
- New York, NY (21 miles from Old Westbury, NY)
- 22 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (21 miles from Old Westbury, NY)
- 30+ days ago
- New York, NY (21 miles from Old Westbury, 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 (21 miles from Old Westbury, NY)
- 45+ days ago
- New York, NY (21 miles from Old Westbury, 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 (21 miles from Old Westbury, NY)
- 45+ days ago
- New York, NY (21 miles from Old Westbury, 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 (21 miles from Old Westbury, NY)
- 45+ days ago
- New York, NY (21 miles from Old Westbury, 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 Old Westbury, NY)
- 45+ days ago
- Fort Lee, NJ (20 miles from Old Westbury, NY)
- 45+ 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 (21 miles from Old Westbury, NY)
- 60+ days ago
- New York, NY (21 miles from Old Westbury, 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 PersonDemographic Data for Old Westbury, NY
Moving to Old Westbury, NY? Find some basic demographic data about Old Westbury, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Old Westbury, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Old Westbury, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- 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
- 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
- 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
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