Personal Financial Advisor Jobs in Plainview, NY

1-10 of 10 Jobs

Wealth Management Advisor

  • Blue Ocean Wealth Solutions, LLC- A MassMutual Firm
  • Greenvale, NY (8 miles from Plainview, NY)
  • 15 days ago
  • Greenvale, NY (8 miles from Plainview, NY)
  • 15 days ago

Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios....

In Person

Wealth Management Advisor - Greenwich, CT

  • US Bank
  • Greenwich, CT (19 miles from Plainview, NY)
  • 23 days ago
  • Greenwich, CT (19 miles from Plainview, NY)
  • 23 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

Senior Wealth Advisor SAFE Act - Western Connecticut

  • Citigroup
  • Greenwich, CT (19 miles from Plainview, NY)
  • 60+ days ago
  • Greenwich, CT (19 miles from Plainview, NY)
  • 60+ 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

Senior Wealth Advisor SAFE Act - Bronx

  • Citigroup
  • Bronx, NY (23 miles from Plainview, NY)
  • 60+ days ago
  • Bronx, NY (23 miles from Plainview, NY)
  • 60+ 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

Senior Wealth Advisor SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (7 miles from Plainview, NY)
  • 60+ days ago
  • Huntington, NY (7 miles from Plainview, NY)
  • 60+ 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

Senior Wealth Advisor - Nassau County

  • Citigroup
  • East Meadow, NY (6 miles from Plainview, NY)
  • 60+ days ago
  • East Meadow, NY (6 miles from Plainview, NY)
  • 60+ 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

Wealth Advisor

  • First County Bank
  • Stamford, CT (19 miles from Plainview, NY)
  • 60+ days ago
  • Stamford, CT (19 miles from Plainview, NY)
  • 60+ days ago

planning....

In Person

Wealth Advisor

  • M&T Bank
  • Hauppauge, NY (15 miles from Plainview, NY)
  • 90+ days ago
  • Hauppauge, NY (15 miles from Plainview, NY)
  • 90+ days ago

planning process....

In Person

Wealth Advisor - Suffolk Federal Credit Union

  • LPL Financial Services
  • Islandia, NY (15 miles from Plainview, NY)
  • 90+ days ago
  • Islandia, NY (15 miles from Plainview, NY)
  • 90+ days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

In Person

Sr Private Wealth Advisor

  • Valley National Bancorp
  • Jericho, NY (3 miles from Plainview, NY)
  • 90+ days ago
  • Jericho, NY (3 miles from Plainview, 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

Demographic Data for Plainview, NY

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

Local
National
30,049
1,482
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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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...
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Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Plainview, 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 Plainview, NY offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 Plainview, 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!