Personal Financial Advisor Jobs in Ossining, NY
Senior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (20 miles from Ossining, NY)
- 6 days ago
- Paramus, NJ (20 miles from Ossining, NY)
- 6 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 Person- Bessemer Trust
- Greenwich, CT (15 miles from Ossining, NY)
- 6 days ago
- Greenwich, CT (15 miles from Ossining, NY)
- 6 days ago
The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....
In Person InternshipSr Private Wealth Advisor - New York, NY
- Valley National Bank
- Paramus, NJ (20 miles from Ossining, NY)
- 7 days ago
- Paramus, NJ (20 miles from Ossining, NY)
- 7 days ago
planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...
In PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (15 miles from Ossining, NY)
- 8 days ago
- Greenwich, CT (15 miles from Ossining, NY)
- 8 days ago
Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...
In PersonCiti Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (20 miles from Ossining, NY)
- 12 days ago
- Paramus, NJ (20 miles from Ossining, NY)
- 12 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (15 miles from Ossining, NY)
- 18 days ago
- Greenwich, CT (15 miles from Ossining, NY)
- 18 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 (18 miles from Ossining, NY)
- 23 days ago
- Stamford, CT (18 miles from Ossining, NY)
- 23 days ago
planning....
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (23 miles from Ossining, NY)
- 30+ days ago
- Hackensack, NJ (23 miles from Ossining, NY)
- 30+ days ago
Certified Financial Planner (CFP) designation preferred....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (24 miles from Ossining, NY)
- 60+ days ago
- Fort Lee, NJ (24 miles from Ossining, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Valley National Bancorp
- Paramus, NJ (20 miles from Ossining, NY)
- 60+ days ago
- Paramus, NJ (20 miles from Ossining, 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....
In Person- Carsen Group Inc.
- Franklin Lakes, NJ (22 miles from Ossining, NY)
- 90+ days ago
- Franklin Lakes, NJ (22 miles from Ossining, NY)
- 90+ days ago
Beyond managing relationships, you'll play a key leadership role in delivering deep financial planning and collaborating across a high-performing team to deliver exceptional outcomes for our clients...
In PersonWealth Advisor - Mount Kisco, NY
- Tompkins Community Bank
- Mount Kisco, NY (6 miles from Ossining, NY)
- 90+ days ago
- Mount Kisco, NY (6 miles from Ossining, NY)
- 90+ days ago
Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management. CFP, CPA, or JD certification(s) preferred....
In PersonDemographic Data for Ossining, NY
Moving to Ossining, NY? Find some basic demographic data about Ossining, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Ossining, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Ossining, 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
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Sales
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills