Personal Financial Advisor Jobs in Peekskill, NY
- Goodwin Recruiting
- White Plains, NY (19 miles from Peekskill, NY)
- 3 days ago
- White Plains, NY (19 miles from Peekskill, NY)
- 3 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonSenior Wealth Advisor SAFE Act - North Jersey
- Early Career
- Paramus, NJ (24 miles from Peekskill, NY)
- 14 days ago
- Paramus, NJ (24 miles from Peekskill, NY)
- 14 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...
In Person- Bessemer Trust
- Greenwich, CT (22 miles from Peekskill, NY)
- 14 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 14 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 (24 miles from Peekskill, NY)
- 14 days ago
- Paramus, NJ (24 miles from Peekskill, NY)
- 14 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 (22 miles from Peekskill, NY)
- 15 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 15 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...
In PersonCiti Wealth - Senior Wealth Advisor SAFE Act - North Jersey
- Citigroup
- Paramus, NJ (24 miles from Peekskill, NY)
- 19 days ago
- Paramus, NJ (24 miles from Peekskill, NY)
- 19 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...
In PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (22 miles from Peekskill, NY)
- 26 days ago
- Greenwich, CT (22 miles from Peekskill, NY)
- 26 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- Valley National Bancorp
- Paramus, NJ (24 miles from Peekskill, NY)
- 90+ days ago
- Paramus, NJ (24 miles from Peekskill, NY)
- 90+ 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 (23 miles from Peekskill, NY)
- 90+ days ago
- Franklin Lakes, NJ (23 miles from Peekskill, 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 (12 miles from Peekskill, NY)
- 90+ days ago
- Mount Kisco, NY (12 miles from Peekskill, 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 Peekskill, NY
Moving to Peekskill, NY? Find some basic demographic data about Peekskill, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Peekskill, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Peekskill, 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
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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