Personal Financial Advisor Jobs in Ossining, NY

1-8 of 8 Jobs

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

  • Ridgewood, NJ (20 miles from Ossining, NY)
  • 13 days ago
  • Ridgewood, NJ (20 miles from Ossining, NY)
  • 13 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...

Wealth Management Advisor - Greenwich, CT

  • 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...

Financial Planning Consultant - Hackensack, NJ

  • Hackensack, NJ (23 miles from Ossining, NY)
  • 23 days ago
  • Hackensack, NJ (23 miles from Ossining, NY)
  • 23 days ago

Certified Financial Planner (CFP) designation preferred....

Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus

  • Paramus, NJ (20 miles from Ossining, NY)
  • 23 days ago
  • Paramus, NJ (20 miles from Ossining, NY)
  • 23 days ago

, and 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...

Wealth Advisor - PNC Investments

  • Fort Lee, NJ (24 miles from Ossining, NY)
  • 45+ days ago
  • Fort Lee, NJ (24 miles from Ossining, NY)
  • 45+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Sr. Wealth Advisor

  • Greenwich, CT (15 miles from Ossining, NY)
  • 60+ days ago
  • Greenwich, CT (15 miles from Ossining, NY)
  • 60+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

PWM Private Wealth Advisor

  • Greenwich, CT (15 miles from Ossining, NY)
  • 90+ days ago
  • Greenwich, CT (15 miles from Ossining, NY)
  • 90+ days ago

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....

Financial Advisor - Private Client Group

  • Paramus, NJ (20 miles from Ossining, NY)
  • 90+ days ago
  • Paramus, NJ (20 miles from Ossining, NY)
  • 90+ days ago

Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....

Demographic Data for Ossining, NY

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

Local
National
34,252
818
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Salary for Personal Financial Advisor Jobs in Ossining, 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 Ossining, 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
4.2%
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 Ossining, 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

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!