Personal Financial Advisor Jobs in Pound Ridge, NY
- Goodwin Recruiting
- Greenwich, CT (12 miles from Pound Ridge, NY)
- 6 days ago
- Greenwich, CT (12 miles from Pound Ridge, NY)
- 6 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In Person- Goodwin Recruiting
- White Plains, NY (15 miles from Pound Ridge, NY)
- 9 days ago
- White Plains, NY (15 miles from Pound Ridge, NY)
- 9 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
In PersonAssociate Wealth Management Advisor
- Shelton, CT (23 miles from Pound Ridge, NY)
- 9 days ago
- Shelton, CT (23 miles from Pound Ridge, NY)
- 9 days ago
Preferred Background 2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred)....
In PersonIncome Sales Consultant - Wealth Management
- Prudential
- Shelton, CT (23 miles from Pound Ridge, NY)
- 90+ days ago
- Shelton, CT (23 miles from Pound Ridge, NY)
- 90+ days ago
What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...
In Person Part TimeWealth Advisor - Mount Kisco, NY
- Tompkins Financial Corporation
- Mount Kisco, NY (7 miles from Pound Ridge, NY)
- 90+ days ago
- Mount Kisco, NY (7 miles from Pound Ridge, NY)
- 90+ 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....
In Person- M&T Bank
- Fairfield, CT (14 miles from Pound Ridge, NY)
- 90+ days ago
- Fairfield, CT (14 miles from Pound Ridge, NY)
- 90+ days ago
planning process....
In PersonWealth Management Advisor - Greenwich, CT
- U.S. Bancorp
- Greenwich, CT (12 miles from Pound Ridge, NY)
- 90+ days ago
- Greenwich, CT (12 miles from Pound Ridge, 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...
In PersonDemographic Data for Pound Ridge, NY
Moving to Pound Ridge, NY? Find some basic demographic data about Pound Ridge, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pound Ridge, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pound Ridge, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- 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