Personal Financial Advisor Jobs in Port Washington, NY
FS Asset Wealth Management Consultant - Sr. Manager
- PwC
- New York, NY (16 miles from Port Washington, NY)
- 1 day ago
- New York, NY (16 miles from Port Washington, NY)
- 1 day ago
Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...
In Person- First County Bank
- Stamford, CT (17 miles from Port Washington, NY)
- 3 days ago
- Stamford, CT (17 miles from Port Washington, NY)
- 3 days ago
planning....
In PersonSenior Wealth Advisor with a Fast Growing Fintech RIA
- Goodwin Recruiting
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 days ago
- Brooklyn, NY (18 miles from Port Washington, NY)
- 4 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonConsultant- Wealth Management & Trust, Infosys Consulting
- Infosys LTD
- New York, NY (16 miles from Port Washington, NY)
- 12 days ago
- New York, NY (16 miles from Port Washington, NY)
- 12 days ago
in Wealth Management....
In PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (16 miles from Port Washington, NY)
- 13 days ago
- New York, NY (16 miles from Port Washington, NY)
- 13 days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonSenior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)
- Citigroup Inc.
- New York, NY (16 miles from Port Washington, NY)
- 14 days ago
- New York, NY (16 miles from Port Washington, NY)
- 14 days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonFinancial Planning Consultant - Hackensack, NJ
- Raymond James
- Hackensack, NJ (18 miles from Port Washington, NY)
- 15 days ago
- Hackensack, NJ (18 miles from Port Washington, NY)
- 15 days ago
Certified Financial Planner (CFP) designation preferred....
In Person- Goodwin Recruiting
- Greenwich, CT (14 miles from Port Washington, NY)
- 20 days ago
- Greenwich, CT (14 miles from Port Washington, NY)
- 20 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (16 miles from Port Washington, NY)
- 21 days ago
- New York, NY (16 miles from Port Washington, NY)
- 21 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (16 miles from Port Washington, NY)
- 30+ days ago
- New York, NY (16 miles from Port Washington, NY)
- 30+ days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In Person- TIAA
- Hackensack, NJ (18 miles from Port Washington, NY)
- 30+ days ago
- Hackensack, NJ (18 miles from Port Washington, NY)
- 30+ days ago
But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonSenior Wealth Advisor SAFE Act - 200 Park Ave
- Citigroup Inc.
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
In PersonSr. Manager, Wealth Advisor Schwab Wealth Advisory
- Charles Schwab Inc.
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
- New York, NY (16 miles from Port Washington, NY)
- 45+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (14 miles from Port Washington, NY)
- 45+ days ago
- Fort Lee, NJ (14 miles from Port Washington, NY)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonDemographic Data for Port Washington, NY
Moving to Port Washington, NY? Find some basic demographic data about Port Washington, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Port Washington, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Port Washington, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- 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
Other Career Titles
Here are some other career titles that require similar skills