Personal Financial Advisor Jobs in Port Chester, NY

1-9 of 9 Jobs

Senior Wealth Advisor - RIA

  • White Plains, NY (4 miles from Port Chester, NY)
  • 16 hours ago
  • White Plains, NY (4 miles from Port Chester, NY)
  • 16 hours ago

Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....

Wealth Advisor

  • Hackensack, NJ (21 miles from Port Chester, NY)
  • 15 days ago
  • Hackensack, NJ (21 miles from Port Chester, NY)
  • 15 days ago

Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....

Wealth Advisor - PNC Investments

  • Fort Lee, NJ (19 miles from Port Chester, NY)
  • 30+ days ago
  • Fort Lee, NJ (19 miles from Port Chester, NY)
  • 30+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Sr Private Wealth Advisor

  • Paramus, NJ (21 miles from Port Chester, NY)
  • 30+ days ago
  • Paramus, NJ (21 miles from Port Chester, NY)
  • 30+ days ago

Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....

Wealth Advisor - Mount Kisco, NY

  • Mount Kisco, NY (12 miles from Port Chester, NY)
  • 60+ days ago
  • Mount Kisco, NY (12 miles from Port Chester, NY)
  • 60+ 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....

Financial Advisor - Private Client Group

  • Paramus, NJ (21 miles from Port Chester, NY)
  • 60+ days ago
  • Paramus, NJ (21 miles from Port Chester, NY)
  • 60+ days ago

Competent skills in Microsoft Office software products Preferred Qualifications: Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc....

Senior Wealth Advisor

  • Fairfield, CT (23 miles from Port Chester, NY)
  • 60+ days ago
  • Fairfield, CT (23 miles from Port Chester, NY)
  • 60+ days ago

planning process....

Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood

  • Ridgewood, NJ (22 miles from Port Chester, NY)
  • 90+ days ago
  • Ridgewood, NJ (22 miles from Port Chester, 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...

Wealth Management Advisor - Greenwich, CT

  • Greenwich, CT (2 miles from Port Chester, NY)
  • 90+ days ago
  • Greenwich, CT (2 miles from Port Chester, NY)
  • 90+ 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...

Demographic Data for Port Chester, NY

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

Local
National
41,758
1,318
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.
edX
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Port Chester, 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 Port Chester, 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
4.1%
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 Port Chester, 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!