Personal Financial Advisor Jobs in Rockville Centre, NY
Wealth Management Advisor (NYC)
- TIAA
- New York, NY (19 miles from Rockville Centre, NY)
- 11 hours ago
- New York, NY (19 miles from Rockville Centre, NY)
- 11 hours ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In Person- Synkriom
- Hoboken, NJ (21 miles from Rockville Centre, NY)
- 14 hours ago
- Hoboken, NJ (21 miles from Rockville Centre, NY)
- 14 hours ago
Qualifications: 10+ years of experience in business or solution architecture within wealth management, private banking, or financial services....
In Person- UBS
- New York, NY (19 miles from Rockville Centre, NY)
- 1 day ago
- New York, NY (19 miles from Rockville Centre, NY)
- 1 day ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonSenior Wealth Advisor - Nassau County
- Citigroup
- East Meadow, NY (5 miles from Rockville Centre, NY)
- 4 days ago
- East Meadow, NY (5 miles from Rockville Centre, NY)
- 4 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 PersonTax Advisor, Wealth Management
- Brown Brothers Harriman
- New York, NY (19 miles from Rockville Centre, NY)
- 20 days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 20 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 (19 miles from Rockville Centre, NY)
- 20 days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 20 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 PersonWealth Advisor Success Associate
- National Financial Partners Corp.
- New York, NY (19 miles from Rockville Centre, NY)
- 28 days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 28 days ago
CFP (Certified Financial Planner) or other wealth management designation highly preferred....
In Person- NFP Corp.
- New York, NY (19 miles from Rockville Centre, NY)
- 30+ days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 30+ days ago
Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....
In PersonSenior Wealth Advisor SAFE Act - Downtown Manhattan
- Citigroup Inc.
- New York, NY (19 miles from Rockville Centre, NY)
- 45+ days ago
- New York, NY (19 miles from Rockville Centre, 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 (19 miles from Rockville Centre, NY)
- 45+ days ago
- New York, NY (19 miles from Rockville Centre, 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 (19 miles from Rockville Centre, NY)
- 45+ days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 45+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Fort Lee, NJ (21 miles from Rockville Centre, NY)
- 60+ days ago
- Fort Lee, NJ (21 miles from Rockville Centre, NY)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonSenior Financial Planning Consultant
- LPL Financial Services
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
Requirements: Bachelor's degree required;. 5+ years of experience in financial services, with a focus on financial planning or advisor consulting....
In Person- Valley National Bancorp
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
Required Skills: Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning....
In Person- M&T Bank
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
- New York, NY (19 miles from Rockville Centre, NY)
- 60+ days ago
planning process....
In PersonDemographic Data for Rockville Centre, NY
Moving to Rockville Centre, NY? Find some basic demographic data about Rockville Centre, NY below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Rockville Centre, NY
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Rockville Centre, 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
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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