Personal Financial Advisor Jobs in Orchard Park, NY
1-1 of
1 Jobs
Wealth Advisor - Tonawanda, NY
- Citizens Bank
- Tonawanda, NY (19 miles from Orchard Park, NY)
- 45+ days ago
- Tonawanda, NY (19 miles from Orchard Park, NY)
- 45+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonDemographic Data for Orchard Park, NY
Moving to Orchard Park, NY? Find some basic demographic data about Orchard Park, NY below.
Local
National
30,565
907
Medium
Personal Financial Advisor Online Courses and Training Opportunities
iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Financial Advisor Roles and Responsibilities
The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...
Action Plans for Financial Advisors in Agentforce Financial Services
Discover how to effectively implement Action Plans for financial advisors to enhance team productivity. This guide covers creating action plan templates and configuring This module includes the...
Becoming a Professional Personal Finance Advisor
Are you ready to become a financial advisor and help others build lasting wealth? This course will equip you with the essential knowledge and skills to guide clients in managing their finances,...
Salary for Personal Financial Advisor Jobs in Orchard Park, 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 Orchard Park, NY offer the following education background
Bachelor's Degree
52.8%
Master's Degree
31.5%
High School or GED
4.4%
Associate's Degree
4.1%
Vocational Degree or Certification
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 Orchard Park, 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%
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Financial Accounting Standards
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Investment Analysis
- Mutual Funds
- Accruals
- BSA
- Wealth Management
- Investment Banking
- OFAC
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Financial Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Due Diligence
- Financial Services
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Written Communication
- Risk Management
- Relationship Management
- Finance
- Presentation
- Business Development
- Coaching
- Collaboration
- Policy Development
- Team Building
- Microsoft PowerPoint
- Sales
- Bachelor's Degree
- Regulations
- Microsoft Excel
- Research Skills
- Problem Solving
- Microsoft Office
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!
Other Career Titles
Here are some other career titles that require similar skills