Personal Financial Advisor Jobs in Oyster Bay, NY

1-14 of 14 Jobs

Senior Wealth Advisor SAFE Act - Queens Borough

  • Queens Village, NY (15 miles from Oyster Bay, NY)
  • 2 days ago
  • Queens Village, NY (15 miles from Oyster Bay, NY)
  • 2 days 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)
  • 2 days ago
  • Queens Village, NY (15 miles from Oyster Bay, NY)
  • 2 days 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 - Hewlett / Long Island

  • Hewlett, NY (18 miles from Oyster Bay, NY)
  • 2 days ago
  • Hewlett, NY (18 miles from Oyster Bay, NY)
  • 2 days 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 - Huntington Village

  • Huntington, NY (5 miles from Oyster Bay, NY)
  • 2 days ago
  • Huntington, NY (5 miles from Oyster Bay, NY)
  • 2 days 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 - Fresh Meadows / Queens

  • Queens Village, NY (15 miles from Oyster Bay, NY)
  • 2 days ago
  • Queens Village, NY (15 miles from Oyster Bay, NY)
  • 2 days 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 - Merrick / Long Island

  • Merrick, NY (14 miles from Oyster Bay, NY)
  • 2 days ago
  • Merrick, NY (14 miles from Oyster Bay, NY)
  • 2 days 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...

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....

Senior Wealth Advisor

  • Fairfield, CT (24 miles from Oyster Bay, NY)
  • 6 days ago
  • Fairfield, CT (24 miles from Oyster Bay, NY)
  • 6 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 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....

Demographic Data for Oyster Bay, NY

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

Local
National
10,322
438
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...
Corporate Finance Institute
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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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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!