Personal Financial Advisor Jobs in Plainview, NY
Senior Wealth Advisor SAFE Act - Queens
- Citigroup
- Queens Village, NY (14 miles from Plainview, NY)
- 3 hours ago
- Queens Village, NY (14 miles from Plainview, NY)
- 3 hours 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 Advisor - New Hyde Park, NY
- Citizens Bank
- New Hyde Park, NY (11 miles from Plainview, NY)
- 11 days ago
- New Hyde Park, NY (11 miles from Plainview, NY)
- 11 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Corient Services LLC
- Garden City, NY (9 miles from Plainview, NY)
- 17 days ago
- Garden City, NY (9 miles from Plainview, NY)
- 17 days ago
Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations Assist...
In Person- Goodwin Recruiting
- Old Westbury, NY (6 miles from Plainview, NY)
- 19 days ago
- Old Westbury, NY (6 miles from Plainview, NY)
- 19 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In PersonWealth Advisor - Suffolk Federal Credit Union
- LPL Financial Services
- Islandia, NY (15 miles from Plainview, NY)
- 20 days ago
- Islandia, NY (15 miles from Plainview, NY)
- 20 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- Lplfinancial
- Flushing, NY (18 miles from Plainview, NY)
- 30+ days ago
- Flushing, NY (18 miles from Plainview, NY)
- 30+ 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 PersonWealth Management Advisor - Greenwich, CT
- US Bank
- Greenwich, CT (19 miles from Plainview, NY)
- 60+ days ago
- Greenwich, CT (19 miles from Plainview, NY)
- 60+ 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 PersonSenior Wealth Advisor SAFE Act - Western Connecticut
- Citigroup
- Greenwich, CT (19 miles from Plainview, NY)
- 90+ days ago
- Greenwich, CT (19 miles from Plainview, NY)
- 90+ 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 PersonSenior Wealth Advisor SAFE Act - Bronx
- Citigroup
- Bronx, NY (23 miles from Plainview, NY)
- 90+ days ago
- Bronx, NY (23 miles from Plainview, NY)
- 90+ 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 PersonSenior Wealth Advisor SAFE Act - Long Island
- Citigroup
- Huntington, NY (7 miles from Plainview, NY)
- 90+ days ago
- Huntington, NY (7 miles from Plainview, NY)
- 90+ 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 PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (6 miles from Plainview, NY)
- 90+ days ago
- East Meadow, NY (6 miles from Plainview, NY)
- 90+ 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- First County Bank
- Stamford, CT (19 miles from Plainview, NY)
- 90+ days ago
- Stamford, CT (19 miles from Plainview, NY)
- 90+ days ago
planning....
In PersonDemographic Data for Plainview, NY
Moving to Plainview, NY? Find some basic demographic data about Plainview, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Plainview, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Plainview, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Alternative Investments
- Estate Planning
- Mutual Funds
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Due Diligence
- Financial Services
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Presentation
- Business Development
- Consulting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Regulations
- Research Skills
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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