Personal Financial Advisor Jobs in Oyster Bay, NY
Benefits and Retirement Specialist
- Norwalk, CT (17 miles from Oyster Bay, NY)
- 13 hours ago
- Norwalk, CT (17 miles from Oyster Bay, NY)
- 13 hours ago
Position Definition: Responsible for managing and analyzing employee benefits and the City of Norwalks pension programs. General Duties: Benefits Administration Analysis and Management: Analyze...
Wealth Advisor - Mount Kisco, NY
- Mount Kisco, NY (24 miles from Oyster Bay, NY)
- 4 days ago
- Mount Kisco, NY (24 miles from Oyster Bay, NY)
- 4 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....
- Fairfield, CT (24 miles from Oyster Bay, NY)
- 7 days ago
- Fairfield, CT (24 miles from Oyster Bay, NY)
- 7 days ago
planning process....
Senior Wealth Advisor - RDM Financial Group
- Westport, CT (20 miles from Oyster Bay, NY)
- 17 days ago
- Westport, CT (20 miles from Oyster Bay, NY)
- 17 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)
- 17 days ago
- Westport, CT (20 miles from Oyster Bay, NY)
- 17 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 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....
- 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....
- 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....
Demographic Data for Oyster Bay, NY
Moving to Oyster Bay, NY? Find some basic demographic data about Oyster Bay, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oyster Bay, NY
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 backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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