Personal Financial Advisor Jobs in Oyster Bay, NY

1-15 of 15 Jobs

Senior Wealth Advisor SAFE Act - Queens Borough

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act - Jackson Heights / Queens

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

Senior Wealth Advisor SAFE Act - Hewlett / Long Island

Hewlett, NY (18 miles from Oyster Bay, NY)
1 day ago

Hewlett, NY (18 miles from Oyster Bay, NY)
1 day ago

Senior Wealth Advisor - Huntington Village

Huntington, NY (5 miles from Oyster Bay, NY)
1 day ago

Huntington, NY (5 miles from Oyster Bay, NY)
1 day ago

Senior Wealth Advisor SAFE Act - Fresh Meadows / Queens

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

Queens Village, NY (15 miles from Oyster Bay, NY)
1 day ago

Senior Wealth Advisor SAFE Act - Merrick / Long Island

Merrick, NY (14 miles from Oyster Bay, NY)
1 day ago

Merrick, NY (14 miles from Oyster Bay, NY)
1 day ago

Wealth Advisor - Mount Kisco, NY

Mount Kisco, NY (24 miles from Oyster Bay, NY)
3 days ago

Mount Kisco, NY (24 miles from Oyster Bay, NY)
3 days ago

Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....

Senior Wealth Advisor

Fairfield, CT (24 miles from Oyster Bay, NY)
5 days ago

Fairfield, CT (24 miles from Oyster Bay, NY)
5 days ago

planning process....

Senior Wealth Advisor - RDM Financial Group

Westport, CT (20 miles from Oyster Bay, NY)
16 days ago

Westport, CT (20 miles from Oyster Bay, NY)
16 days ago

Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...

Wealth Advisor - RDM Financial Group

Westport, CT (20 miles from Oyster Bay, NY)
16 days ago

Westport, CT (20 miles from Oyster Bay, NY)
16 days ago

Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....

Wealth Management Advisor - Greenwich, CT

Greenwich, CT (12 miles from Oyster Bay, NY)
30+ days ago

Greenwich, CT (12 miles from Oyster Bay, NY)
30+ 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...

Wealth Strategy Associate

Jericho, NY (5 miles from Oyster Bay, NY)
60+ days ago

Jericho, NY (5 miles from Oyster Bay, NY)
60+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Advisor - PNC Investments

Fort Lee, NJ (23 miles from Oyster Bay, NY)
60+ days ago

Fort Lee, NJ (23 miles from Oyster Bay, NY)
60+ 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 (12 miles from Oyster Bay, NY)
90+ days ago

Greenwich, CT (12 miles from Oyster Bay, NY)
90+ 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 (12 miles from Oyster Bay, NY)
90+ days ago

Greenwich, CT (12 miles from Oyster Bay, 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....

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Demographic Data for Oyster Bay, NY

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

Median Age

Average Household Income

Home Value vs Household Income in Oyster Bay, NY

Local

National

Total Population

10,322

Number of Businesses

438

City Size

Medium/Sm

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...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

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 Oyster Bay, 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 Oyster Bay, 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 Oyster Bay, 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!

Other Career Titles

Here are some other career titles that require similar skills