Personal Financial Advisor Jobs in Queens Village, NY

1-15 of 38 Jobs

Financial Service Senior Consultant - Wealth Management/Trading BA

  • Sia Partners
  • New York, NY (12 miles from Queens Village, NY)
  • 1 hour ago
  • New York, NY (12 miles from Queens Village, NY)
  • 1 hour ago

Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems....

In Person

Senior Wealth Advisor SAFE Act - Suffolk County

  • Citi
  • Huntington Station, NY (21 miles from Queens Village, NY)
  • 1 day ago
  • Huntington Station, NY (21 miles from Queens Village, NY)
  • 1 day ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Senior Wealth Advisor SAFE Act - North Jersey

  • Early Career
  • Paramus, NJ (22 miles from Queens Village, NY)
  • 1 day ago
  • Paramus, NJ (22 miles from Queens Village, NY)
  • 1 day 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 Person

Senior Wealth Advisor SAFE Act - Nassau County

  • Early Career
  • East Meadow, NY (10 miles from Queens Village, NY)
  • 1 day ago
  • East Meadow, NY (10 miles from Queens Village, NY)
  • 1 day 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 Person

Wealth Advisor Intern

  • Bessemer Trust
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 1 day ago
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 1 day ago

The internship will help develop skills in communication, relationship building, asset allocation modeling, and investment portfolio analysis....

In Person Internship

Senior Wealth Advisor

  • Goodwin Recruiting
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 2 days ago
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 2 days ago

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

In Person

Senior Wealth Advisor with a Fast Growing Fintech RIA

  • Goodwin Recruiting
  • Brooklyn, NY (12 miles from Queens Village, NY)
  • 2 days ago
  • Brooklyn, NY (12 miles from Queens Village, NY)
  • 2 days ago

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

In Person

Sr Private Wealth Advisor - New York, NY

  • Valley National Bank
  • Paramus, NJ (22 miles from Queens Village, NY)
  • 2 days ago
  • Paramus, NJ (22 miles from Queens Village, NY)
  • 2 days ago

planning.- Excellent relationship management, networking and business development skills.- Ability to partner with colleagues to identify and service unique clients' needs.- Well-developed analytical...

In Person

Senior Wealth Advisor SAFE Act - Midtown Manhattan

  • Citigroup
  • New York, NY (12 miles from Queens Village, NY)
  • 2 days ago
  • New York, NY (12 miles from Queens Village, NY)
  • 2 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Senior Wealth Advisor SAFE Act - Staten Island

  • Citigroup
  • Staten Island, NY (19 miles from Queens Village, NY)
  • 3 days ago
  • Staten Island, NY (19 miles from Queens Village, NY)
  • 3 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 Person

Senior Wealth Advisor SAFE Act - Western Connecticut

  • Citigroup
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 3 days ago
  • Greenwich, CT (22 miles from Queens Village, NY)
  • 3 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Senior Wealth Advisor SAFE Act - Brooklyn

  • Citigroup
  • Brooklyn, NY (12 miles from Queens Village, NY)
  • 3 days ago
  • Brooklyn, NY (12 miles from Queens Village, NY)
  • 3 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Senior Wealth Advisor SAFE Act - Bronx

  • Citigroup
  • Bronx, NY (10 miles from Queens Village, NY)
  • 3 days ago
  • Bronx, NY (10 miles from Queens Village, NY)
  • 3 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 Person

Senior Wealth Advisor SAFE Act - Long Island

  • Citigroup
  • Huntington, NY (20 miles from Queens Village, NY)
  • 3 days ago
  • Huntington, NY (20 miles from Queens Village, NY)
  • 3 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Senior Wealth Advisor SAFE Act - Westchester

  • Early Career
  • New York, NY (12 miles from Queens Village, NY)
  • 5 days ago
  • New York, NY (12 miles from Queens Village, NY)
  • 5 days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

In Person

Demographic Data for Queens Village, NY

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


Local
National
69,966
852
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Salary for Personal Financial Advisor Jobs in Queens Village, 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 Queens Village, 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 Queens Village, 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%


Other Career Titles

Here are some other career titles that require similar skills